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

To: survivin who wrote (98263)3/13/2000 2:03:00 PM
From: ptanner  Respond to of 1580796
 
survivin <In January 1999, Intel commanded 97 percent of the sales in the United States for chips used in personal computers that sold for $1,500 to $2,000, while AMD had 3 percent, according to Stephen Baker, director of hardware analysis at PC Data in Reston, Va. By January 2000, Intel's share was down to 53.5 percent, while AMD claimed 46.5 percent, Baker said.>

Thanks for the article.

Nice stats -- I believe the numbers refer to retail, however, as the AMD = 46% for January is the same as was reported by ZDnet for the retail segment. Should really help AMD's ASP and makes me curious to learn about 1Q00 Athlon sales.

zdnet.com

PT



To: survivin who wrote (98263)3/13/2000 4:08:00 PM
From: Bill Jackson  Read Replies (1) | Respond to of 1580796
 
survivin, Now we will see the great readjustment as the Intel market cap and the AMD market cap converge. Of course this means quite a fall for Intel and a good bosst upwards for AMD, but that is more or less what the 53.5:46.5 ratio implies. All those people living on Intel shares will fall to earth.

Bill


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