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To: Mary Cluney who wrote (119597)11/29/2000 4:31:45 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 186894
 
Mary, <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?>

When I said, "AMD is currently at 16% or so," I meant units, not revenue. I'll bet AMD's percent share of revenue is significantly less.

Tenchusatsu



To: Mary Cluney who wrote (119597)11/29/2000 4:37:19 PM
From: maui_dude  Respond to of 186894
 
Mary,
Re : "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?"

here's a swag :

Unit share : ~17.5% (AMD) ~82.5% (Intel)
ASPs : ~$90 (AMD) ~$180 (Intel)
Revenue (unit x ASP) 9.6% (AMD) 90.4% (Intel)

Maui.


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