Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (53225)	3/22/1999 8:30:00 PM
From: Gary Ng	Read Replies (2) of 1582879

Mani, Re: AMD's unit shipment will be down 10% from the PREVIOUS quarter, and it is less than the industry's over all shipment reduction of 14% (current IDC estimate) due to seasonality. This means that despite AMD's manufacturing problems, it continues to gain market share. You seem to have a hard time facing this fact. I am puzzled(as usual). If 14% is the market average, does that mean Intel would see a significant less shipment ? If that is the case, how can they maintain the revenue(unit down, ASP down) ? Gary

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