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


To: milo_morai who wrote (43443)6/8/2001 7:12:07 PM
From: milo_moraiRead Replies (2) | Respond to of 275872
 
<font color=blue>More on White BOX Sales Numbers

Top 5 Vendors, Worldwide PC Shipments, Third Quarter 1999 (I realize this data is old)
(Thousands of Units)

Q399 Q3 1999 Market Q3 1998 Market Growth
Rank Vendor Shipments Share Shipments Share 1999/98

1 Compaq 3,844 13.8% 3,198 14.3% 20%
2 Dell 3,239 11.6% 2,033 9.1% 59%
3 IBM 2,268 8.1% 2,028 9.1% 12%
4 Hewlett-Packard 1,862 6.7% 1,481 6.6% 26%
5 NEC/PBNEC 1,376 4.9% 1,463 6.5% (6)%

Others 15,298 54.9% 12,173 54.4% 26%
All vendors 27,887 100.0% 22,376 100.0% 25%

Shipments are branded shipments and exclude OEM sales for all vendors.
ragingbull.lycos.com

White Box looks important to me.

Milo



To: milo_morai who wrote (43443)6/8/2001 8:10:07 PM
From: Charles RRead Replies (1) | Respond to of 275872
 
<A excellent Post on White Box Makers. A very good read.>

Yes it is a good read. Thanks for posting.

IMO, this is a cost sensitive segment and AMD needs something significantly cheaper than the Tyan Thunder motherboard.