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

To: Gary Ng who wrote (95504)	2/28/2000 12:27:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 1573201

Gary, What I would do is to skip the three quarters of 99 for quarter to quarter comparison as that were some lousy quarters to compare with This is what I came up with in 15 minutes of searching. Yahoo dosn't go back to Q498. Going through Si, I found Q498 to be 5.5 million units. So it looks like in Q499 AMD regained whatever market share they lost. Is the 9% unit gain YOY is higher or lower than the overall market? I don't know without the figures from Intel. But 33% quarter to quarter is a good momentum. But the revenue growth (which is more important) is definitely higher than Intel. For revenue, you are comparing Intel and AMD's performance relative to themselves which I won't comment as that has nothing to do with market share You are right, the percentage growth in revenues is not a good comparison, but the revenue numbers themselves are a good indicator. (I don't feel like going back to search for these numbers). Joe