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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (89676)	10/7/1999 12:28:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 186894

Paul - RE: "With AMD shipping ONLY 4.5 million CPUs (k6x + AthFLOPS) last quarter - and Cyrix and Centaur dropping out, the 800,000 increase from Q2 doesn't sound like AMD even kept up with the market expansion - especially since DEMAND was reported to be strong EVERYWHERE !" AMD sold 21.6% more processors compared to Q2. Centaur is a trickle and I think Cyrix is only used in two Compaq systems, so their going away doesn't do much. "Do the math - AMD LOST MARKET SHARE last quarter - AGAIN - to Intel." Probably. For some reason the PC Data figures haven't hit the press the past few months so we won't know how much. "My math computes a $54 ASP for the Kdawg family - does that jibe with yours ?" Yeah, ~$54-55.