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

To: Paul Engel who wrote (28995)2/20/2001 12:41:30 AM
From: Mani1Respond to of 275872
 
Paul re <<Well..if that is the case, maybe Intel has only 99% of the notebook market - or 98.5% - I'll let you fine tune the numbers.>>

OK, correction noted.

Re <<then AMD's "relevant" market share may be in for a dip this quarter.>>

I am not sure what you mean by "relevant". If you are referring to Athlon market share, or revenue market share, both should be up. AMD shipped 2 million K6's last quarter at very low ASP's and that number should drop to several hundred of thousands, at most.

The fact that AMD's market share has remained above 15% is encouraging, considering once it owned 60% of the consumer notebook and now it probably owns less than 5%. Once, and if, AMD regains some of the mobile market, its total market share could approach 20%. Far from the 30% target set couple of year ago, but IMO a huge accomplishment from a company which was on the verge of bankruptcy just two years ago.

Re <<If you know more than I do - then by all means - enlighten me. >>

I sure don't. But then again, I was not the one giving specific market share numbers.

Mani



To: Paul Engel who wrote (28995)2/20/2001 2:42:22 AM
From: PetzRespond to of 275872
 
Paul, re:"if AMD is forecasting UP TO a million CPU DROP in shipments" The number is 0.5 to 1 million, so that is 7 to 14%. But they expect a stable to slightly higher ASP because of the near elimination of K6-2's. So they are forecasting, on average a 5-12% drop in CPU revenues.

Intel is forecasting a 15% drop in total revenues. That certainly represents a bigger than 15% drop in CPU revenues.

Petz


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