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

To: Bill Jackson who wrote (87188)	1/14/2000 2:42:00 PM
From: niceguy767	Read Replies (2) \| Respond to of 1572680

Hi Bill: Thanks for the post! Can't state the good news much more succinctly than that...except perhaps to add that assuming stable processor pricing, the AMD 12.5 million Athlons to be shipped in Y2000 according to Salomon Smith Barney should contribute annual earnings of no less than $0.60 per million Athlons...i.e about $7.00 before taxes... Looks like some institutions are beginning to realize the substantial upside!

To: Bill Jackson who wrote (87188)	1/15/2000 4:33:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 1572680

BillyJack - Re: "AMD now has a 17 per cent share of the x.86 market, a jump of nearly five per cent in a quarter. A report in today's Wall Street Journal says that Intel's share for the x.86 microprocessor market slipped during the quarter, while AMD's showed gains. The last quarter Mercury Research reported showed that AMD had 12.5 per cent market share. " Do some MATH, Komrade ! AMD may have increased their CPU production by what - 1 MILLION CPUs in Q499 - from 6 million to, say, 7 million. And Mercury Research concludes that that extra million has increased the AMD market share from 12.5% to 17%, a 4.5 % INCREASE ! Well, if 6 million units in Q399 were 12.5% of the market, then the TOTAL market in Q399 had to be 48 million units - right? But 7 million units in Q499 now give rise to 17%, so the TOTAL market in Q499 was then 41 Million Units - right? Well, BillyBoy - why did the overall market SHRINK by 7 million units in Q499 - did Intel indicate their shipments were DOWN by 7 million units? Paul