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To: Tenchusatsu who wrote (115400)10/31/2000 5:36:26 PM
From: AK2004  Read Replies (1) | Respond to of 186894
 
Tenchusatsu
very. Right now amd achieved 17% by selling mainly in retail sector which accounts for roughly 40% of the market. Hence, Amd is roughly at 50% of the retail.
At the end of the year amd will attempt to penetrate commercial sector with Mustang and derivatives and later in the year with "hammer" variations.
If amd would maintain current retail share and gain just 10% of commercial that would already be ~25%. 10%-20% of commercial sector may prove to be conservative.
As far as production capacity then amd got fab 30 that is underutilized and negotiating (about a month old news) foundry arrangements.
Regards
-Albert



To: Tenchusatsu who wrote (115400)10/31/2000 6:34:17 PM
From: Joe NYC  Respond to of 186894
 
Tenchusatsu,

how achievable do you think AMD's target of "30% market share" is?

I think it is achievable from the production standpoint at the end of 2001, but unless AMD does something about capacity, it will be a 1 time event. Austin fab will begin to lose it's competitiveness in H2 2001, and will need to be retooled or a new fab space is found, AMD will be down to 1 fab again.

Joe


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