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

To: that_crazy_doug who wrote (44048)	6/12/2001 4:55:44 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: AMD's only gotten up to 21% market share in about a year and a half... we had an increase of 5%... Basically all last year AMD was smoking Intel on the desktop performance 1) I think we were down to 12% for a while - 16% represented a big marketshare increase for AMD 2) In the same period, AMD, which once held about 50% of the retail notebook market, was being "smoked" by Intel in the mobile market. So AMD increased total market share by 10% during the period in which it lost 50% of the mobile retail market. Now it's back in the mobile market and entering the workstation/server market. Another 8% isn't out of the question. Regards, Dan

To: that_crazy_doug who wrote (44048)	6/12/2001 5:02:50 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"Since the athlon has been out, AMD's only gotten up to 21% market share in about a year and a half. Q3 99 to Q1 01. Before the Athlon was out, I believe we had marketshare around 16%, so over 1 1/2 years we had an increase of 5%. Thus, I'm very skeptical that we'll get 25% market share by the end of Q3, 6 months after we hit 21%." Interestingly AMDs share stayed stagnant since the release of Athlon up until last quarter. And this is the face of losing all it's notebook share in the last couple of quarters. Add back the notebook share and what do you get? AMD would have to lose back some desktop to remain at 21.2% yet the trend over the last quarter is that the Desktop is taking share at a better than 4.4% clip/qtr. I think infrastructure was holding back AMDs share more than anything, prior to this year. That's improving. Won't even mention server space. Jim