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

To: Gopher Broke who wrote (118905)	7/4/2000 8:55:01 PM
From: pgerassi	Respond to of 1578738

Dear Gopher: AMD stated in their Q1 2000 CC that the production quantities will be (targeted), 1.2 Q1, 1.8 Q2, 3.6 Q3, and 7.2 Q4 (in 2000). However the remarks about 2001 could be construed two ways, the conservative way was 50% increase for Q1 2001 and linear after that, or 10.8 Q1, 14.4 Q2, 18.0 Q3, and 21.6 Q4. The other better way is for the doubling to go to Q1, 50% after that, and linear after that, or 14.4 Q1, 21.6 Q2, 28.8 Q3, and 36.0 Q4. The first would be 62.4 million for 2001 and the second would be 100.8 million total. Since the capacity of Intel, if current trends continue, will be between 150 to 160 million. The first leads to a overall marketshare of 28% and the second leads to a marketshare of 40%. In either case, Intel will have a very strong competitor and if AMD ASP > Intel ASP, AMD may take half of the revenue and more than half the profits. AMD has stated that their goal at the end of 2001 is to have 30% marketshare (of units). Pete