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

To: Joe NYC who wrote (119649)	11/29/2000 8:08:40 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Joe, <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.> My WAG is that AMD will hover somewhere between 15% and 20% unit share over the entire year of 2001. This is taking into account ramp-ups of both AMD and Intel's 0.13u processes, the extra fab capacity coming online, and the assumption that the market is big enough to support both Intel and AMD increasing production. You can bookmark this one. Tenchusatsu