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

To: niceguy767 who wrote (46530)	7/7/2001 6:14:40 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: if INTC only sold 20 million microprocessors in q2 I'd guess Intel sold at least 25 million CPUs. They had the entire mobile market to themselves (8 to 10 million units) the whole X86 server market (something like 2 million units, depending on what you call a "server") most of the business desktop market (8 to 10 million units), and a good part of the retail desktop market (half of 12 million units?). AMD had something like half the desktop retail market, and 10% to 15% of business desktop and small server markets. Intel selling as few as 20 million CPUs puts AMD at 27% of the market without servers and without mobiles and I just don't believe it for a minute. That would be setting up AMD for a full third of the market this quarter, more than 30% - no way that could be, not this soon. Regards, Dan