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

To: Lynn Segal who wrote (43959)	6/12/2001 8:37:02 AM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Lynn: Holy smokes, Lynn...That needs to be repeated...An AMD official claims that AMD is currently on track for 30% market share by end of Y2001...(Current market share is 21%)...If true, AMD's Q2 may be much stronger than anyone is currently estimating and the current consensus of $0.26 eps may be more than a tad low (In fact, Q2 might come in closer to Q1's $0.37 if AMD has gained significant market share again in q2, as it sounds)...Combined with recent company statements that both flash and microprocessor revenues will increase year over year, AMD may be looking at results in this weakest of environments that are better than what many companies would normally see in a strong environment... "Tuesday June 12, 3:35 am Eastern Time AMD Sees 30 Percent World Market Share KUALA LUMPUR (Reuters) - Advanced Micro Devices Inc. (AMD), the world's largest microchip maker after Intel (NasdaqNM:INTC - news), is on track to achieve its stated goal of a 30 percent global market share by year-end, a company official said on Tuesday. ``We are on track to meet our corporate objective of market share of 30 percent by the end of this year,'' he said at the Malaysian launch of its first processor designed for servers and workstations."

To: Lynn Segal who wrote (43959)	6/12/2001 9:32:20 AM
From: niceguy767	Respond to of 275872

Lynn: Tuesday June 12, 3:35 am Eastern Time AMD Sees 30 Percent World Market Share ...... "Last week, AMD unveiled two fast processors in its Athlon series that it hopes will give a foothold in the lucrative computer-server market. AMD said its new Athlon MP, which works in pairs and can run as fast as 1.2 gigahertz, targets entry-level servers, or computers that serve up web pages and databases for small-to-medium firms, as well as powerful workstations used for animation or computer-aided design. The Athlon MP is AMD's second new microprocessor chip in a month following the power-saving Athlon 4 processor, designed for notebook computers, which was unveiled on May 15. The Athlon MPs are priced at US$265 for the 1.2 gigahertz version and US$215 for the one gigahertz version, AMD said in a statement." An AMD 30% Market Share by Year end may not be all that unreasonable when one considers, based upon recent trends and without any revenue boost from recently introduced mobile server/workstation products, AMD's market share, based upon the consumer space alone (q1 = 21%), could easily increase to 25% by year end...all of which implies that combined revenue effect from new (a)mobile, (b)server/workstaion products between now and year end is a 5% market share gain to complement the 25% consumer space market share in order to arrive at 30% combined market share by year end...In other words, if AMD achieves 25% market share in the consumer space by year end, they need to achieve revenues equalling 1/5 or 20% of consumer space revenues in the combined mobile and server/workstation spaces to gain a 30% market share... Question: Can AMD gain 5% market share from new products (i.e. Athlon 4 and server/workstation) by year end???). If so, AMD could well achieve a 30% market share by year end...(From my perspetive, 5% seems like a modest target for new product market share, given the significant competitive advantages offered the consumer by recently introduced AMD mobile and server products)

To: Lynn Segal who wrote (43959)	6/12/2001 9:48:48 AM
From: niceguy767	Read Replies (3) \| Respond to of 275872

Lynn: Re: AMD "30% MARKET SHARE BY YEAR END" The early morning response to this news banner is really not all that surprising as it is totally consistent with recent responses to outstanding AMD news...The better the news, the bigger the negative kneejerk response... However, fear not, as the essence of this ASTOUNDING AMD news cannot be ignored by the investment community much longer...(If I didn't know better, I'd almost think that AMD is currently being punished by the investment community for upsetting the current status quo in the microprocessor sector) By the way, I'll not be surprised to see AMD well into the green by day's end as the very positive AMD implications of this company statement are digested by those clear thinking investors out there!!!