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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (38821)	10/8/1998 2:05:00 PM
From: Paul Engel	Read Replies (2) of 1578513

Scumbria - Re: " one would have to conclude that the reports of Socket 7's demise have been grossly exaggerated." Socket 7 is dying - although not yet dead. Intel's Slot is subsuming Socket 7 . AMD is displacing some of the Socket 7 that Intel is abandoning, but by FAR, Intel's Slot 1 is displacing a heckuva lot more ! Intel probably had 3/4 of their CPU sales (in Q3) in Slot 1 or equivalent (Mobile Pentium II), up from about 50% in Q298. With a quarterly run rate of perhaps 21 million, that means Intel's SLot 1 went from 10.5 million to 16.7 MILLION in Q3. Thus, Slot 1 grew by 6.2 MILLION whereas AMD's K6 only grew from 2.7 million to 3.8 million, or 1.1 million. Subtracting OUT the 6.2 million Socket 7 Pentium MMX's that were REPLACED by Intel's Pentium II, that leaves 6.2 - 1.1 = a 5.1 MILLION DECLINE in Socket 7 sales last quarter. Check the math, Scumbria. Socket 7 DECLINED by 5.1 MILLION UNITS in Q3 - and will CONTINUE TO decline in Q4. To make it simple so you can understand: INTEL IS REPLACING SOCKET 7 SALES with Slot 1 Sales FASTER THAN AMD IS INCREASING their own K6/Socket 7 sales. Paul

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