Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (43007)	12/8/1998 7:09:00 PM
From: Kevin K. Spurway	Read Replies (1) of 1572102

Re: "My guess is that the new retail reports are going to reflect the regained - and regaining - market share of Intel." Do the math on this, Paul. It can only happen if Intel is increasing yields faster than AMD, assuming both sell all the chips that they make. Since AMD's yields have much more room to improve, I think it's a reasonable assumption that AMD will continue their trend of higher quarter-to-quarter percentage growth in units shipped. Of course, AMD's share of the sub-$1000 market may erode since the new 380s and 400s compete against higher priced Intel machines. <GGG> But overall retail numbers should continue to change in favor of AMD. Especially with that big Celeron die reducing Intel's die/wafer. Kevin

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