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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Eric K. who wrote (6346)	8/23/2000 5:21:45 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Eric while it is not great it is not exactly the news either. amd was giving guidance that there would be unit-share loss up till the end of the year. Regards -Albert

To: Eric K. who wrote (6346)	8/23/2000 6:13:36 PM
From: Mani1	Respond to of 275872

Eric re <<AMD's unit market share data for the last three quarters will be 17.0%, 16.6%, 16.1%. I suppose revenue market share is significantly increasing, but I am not pleased with the unit shipment results. Blame Via for preferring to skank to Intel even though the number of Athlon chipsets required are much less than for Apollo chipsets? >> A little of blame is just for AMD and via. But also keep in mind that Athlon has bigger die size than K6, so the conversion does result in unit capacity going down. Mani

To: Eric K. who wrote (6346)	8/23/2000 9:47:43 PM
From: Goutam	Respond to of 275872

Eric, >That's a nasty report, Albert. I can't believe AMD is managing to lose market share in this environment. If Joseph's projection of 36.4M Intel cpus is accurate and AMD ships 7M, AMD's unit market share data for the last three quarters will be 17.0%, 16.6%, 16.1%. I suppose revenue market share is significantly increasing, but I am not pleased with the unit shipment results. Blame Via for preferring to skank to Intel even though the number of Athlon chipsets required are much less than for Apollo chipsets? Blame AMD for not creating enough demand? Edit: I suppose based on his predictions for a flat unit shipment rise for Intel in q4, AMD should rise to 19.8% in q4. However, there appears to have been a significant opportunity loss in the mean time. > Don't forget that AMD is in the midst of a very risky transition period. Once they get over the transitional hump to new infrastructure(end of Q3'00), we should see gradual increase in the market share again(starting Q4'00.) Goutama