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

To: Charles R who wrote (83007)	12/15/1999 1:47:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1571973

Chuckles - Re: "First, estimates for this quarter are 1.5 million coppermines and ~1 million athlons shipped -- now if that is the case the ratio of high end desktop processors this quarter is 3:2 or 40% market (which, I'm not sure) share for AMD. I think that is pretty remarkable and shows how well AMD is doing and how poorly INTC has done in the face of competition" Boy are you WRONG AGAIN ! Let us just suppose the 1.5 million Coppermines and 1 million AthWIPER numbers are correct. You have ignored the fact that the BULK OF AthWIPER shipments are 600 MHz or LESS - MOSTLY in the 500 MHz to 600 MHz range!!!! And Intel's Pentium III is shipping in EXTREMELY HIGH VOLUMES in speeds up to 600 MHz !!!! We're talking many, many millions here, Chuckie ! So your conclusions about AMD's high end market share portions are FLAWED from the GET GO ! Paul

To: Charles R who wrote (83007)	12/15/1999 1:49:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1571973

Chuckles - Re: ". AMD, on the other hand, looks like (is being touted as?)the catalyst in the market to which INTC has to react. This definitely seems to be a serious reversal of image." Oh ? Then why did AMD rush to market a 750 MHz AthWiper - just because Intel had a better and faster chip ? Paul

To: Charles R who wrote (83007)	12/15/1999 11:05:00 AM
From: tejek	Read Replies (1) \| Respond to of 1571973

RE <<<First, estimates for this quarter are 1.5 million coppermines and ~1 million athlons shipped -- now if that is the case the ratio of high end desktop processors this quarter is 3:2 or 40% market (which, I'm not sure) share for AMD. I think that is pretty remarkable and shows how well AMD is doing and how poorly INTC has done in the face of competition.>>> Just recently in one of the online pc mags, they said AMD had 38% of the high end market in Oct.; the question, I guess, is it a spike or a long term trend? Until we know for sure, its hard to go anywhere with it. ted