SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gary Ng who wrote (57158)5/4/1999 11:54:00 AM
From: A. A. LaFountain III  Read Replies (1) of 1577893
 
Re: "AMD now has almost 50% market."

Whoa. On what planet? Let's go to the videotape:

1) AMD has 100% share of the K-6 market. This is as high as Intel's 100% share of the Celeron market...and as meaningless.

2) AMD has about 1/2 (+ or -) of the U.S. retail market. Unfortunately for AMD, the retail market is only one slice of the U.S. market, and the U.S. market is only a portion of the world market. So what's more significant is that

3) AMD had 4.3 million units in the March quarter and Intel had (roughly) 25 million units. Add in some Cyrix and AMD had less than 15% share of MPU units in the quarter. But, wait, AMD's ASPs were <$80 and INTC's ASPs were >$200, so on a dollar basis

4) AMD had, what, 6% of the market?

I mean, I like the prospects for AMD's stock and everything, but let's keep the discussion based on something that looks a little like reality. - Tad LaFountain
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News