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

To: tejek who wrote (100978)	3/30/2000 1:35:00 PM
From: hmaly	Respond to of 1574005

Tejek Re...<<<<. However AMD is a mature company in a mature industry; major growth can only come from stealing market share from Intel ....I suspect sustaining a YOY growth rate of somewhere between 20-30% will be the best AMD can do. I think we will know better after this quarter. .>>>> Tejek, as the worldwide demand for chips is increasing by 15% per yr. and AMD ONLY SUPPLIES 17% CURRENTLY, AMD could easily double their production without Intel loosing any volume in production; which just could happen as Intel is capacity constrained, and trying to produce Itanium. Also if AMD just starts selling a greater percentage of high end chips, AMD again could easily double profits without gaining overall marketshare.