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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (78878)	11/6/1999 8:07:00 PM
From: Cirruslvr	Read Replies (3) \| Respond to of 1574005

Kash, Bill, Gary, Mani, and everyone else currently posting about AMD's notebook share Straight from the Forbes article "According to U.S. Bancorp Piper Jaffray estimates, AMD's recent design wins at Compaq Computer and Toshiba have enabled the company to capture about 60% of the U.S. domestic retail market and 20% of the worldwide notebook market." I would guess Kumar (I assume it is him, he is the analyst who covers AMD and Intel for U.S. BPJ) has better a estimate than we could come up with. There was also another article somewhere that said AMD had either 63 or 67% of the retail notebook market share in one of the recent months. Yes, I know what I just wrote is completely vague so I will try to find the article. ;) forbes.com

To: kash johal who wrote (78878)	11/6/1999 8:41:00 PM
From: Gary Ng	Respond to of 1574005

kash, Re: However laptops become more mainstream this should be a real interesting battle. That is why I am so interested to know the current stand. >The K6-2+ should be an awesome laptop chip. Would be interesting to see. Anyone know if AMD has plan to come out with a mobile K7 chip ? The reason I asked is that with the coming SpeedStep(?) PIII, I don't believe K6-2+ can compete. It would be more like K6-2+ vs Mobile Celeron, but what would be the weapon for AMD to fight against PIII ? Gary