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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (119583)	11/29/2000 4:23:46 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Tenchusatsu,<<<AMD is currently at 16% or so. I'm sure you can guess what their chances of ever reaching 30% is.>>> I'm trying to gauge percentage in unit terms versus percentage in revenue share. I'm not sure it is the same thing. I'm pretty sure unit share is higher than revenue share. Have any ideas? Mary

To: Tenchusatsu who wrote (119583)	11/29/2000 7:09:09 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Tench, AMD is currently at 16% or so. I'm sure you can guess what their chances of ever reaching 30% is. Most of the estimates I have seen estimate AMD's market unit share at 17 to 18% in Q3. Since you have your crystal ball handy, what does it say about the maximum market share that AMD will reach? Or let's just say in Q3 2001, 1 year from now. I think I am going to start a bookmark file, and I need the first entry. Joe PS: the only reason we are dealing with "fuzzy numbers" as far as units sold and market share is because Intel hides this number from their shareholders.