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


To: david_langston who wrote (14193)10/16/2000 2:52:15 PM
From: d[-_-]bRead Replies (1) | Respond to of 275872
 
David,

While you were sleeping Eric, AMD captured about 50% of the retail laptop market. The retail laptop market accounts for about 25-35% of the total notebook market.

Transmeta on the other hand has about as much market share as the mobile Athlons and Durons. Transmeta will dominate the sub-500 MHz P-rating market. Intel and AMD will
divide the market for anything faster.


And while you gloat over the past "retail" numbers, the MPF which Intel addressed was looking forward to who the future competitors will be - apparently they don't consider AMD the competition in laptops or handheld devices or much of anything really.



To: david_langston who wrote (14193)10/16/2000 3:02:39 PM
From: g_w_northRead Replies (1) | Respond to of 275872
 
Regarding mobile market share. Correct me if I am wrong there is a difference between capturing market share with a profitable chip and just capturing market share with a money-losing chip. Of course the K-6 has been given a death reprieve; there is nothing to replace it.

The only thing gained by AMD in regards to notebooks has been that they have proven computer manufacturers will use non Intel processors in this area.