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

To: tejek who wrote (83072)	12/15/1999 11:37:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1572002

Ted, <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.> What you quoted was not what I said. I was just posting a PM I got. Nevertheless, if one assumes 30% of Athlons were above 600MHz (650/700/750 speed grades), that puts the Q4 high-end shipments at ~400Ku. Even if 50% of the Intel CuMines in Q4 were above 600MHz (650/667/700/733), this would mean Intel had ~0.75Mu CuMines (0.5* AK's 1.5Mu) at the high end. That would put AMD high-end market share more in the 30-35% range for the quarter (remeber these are CPU shipouts; retail numbers should be more favorable to AMD given CuMines didn't show up in the channel until it ws pretty late) Chuck