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To: Petz who wrote (47273)7/12/2001 5:43:39 PM
From: TenchusatsuRespond to of 275872
 
Petz, <Over 7.7M processors (vs. 7.3 in Q1) - this validates the Mercury Research data saying market share grew over 1%.>

That implies the overall market for processors is about 35M for both Q1 and Q2 vs. over 40M per quarter in 2000.

Tenchusatsu



To: Petz who wrote (47273)7/12/2001 5:52:57 PM
From: YousefRespond to of 275872
 
John,

Re: "Over 7.7M processors (vs. 7.3 in Q1)"

John, does this mean that the variable cost is much, much higher
than the fixed cost ? Where is ASP breakeven for AMD ... Seems like
we are almost there. <ggg>

Make It So,
Yousef



To: Petz who wrote (47273)7/12/2001 6:15:54 PM
From: f.simonsRead Replies (3) | Respond to of 275872
 
re: the GOOD: Over 7.7M processors (vs. 7.3 in Q1) - this validates the Mercury Research data
saying market share grew over 1%.

Petz-

That is a pretty expensive 1%! If ASPs fall to 72, what will they be when AMD gets to 30% market share? Calling this "GOOD" seems a little like being glad your house burned down because now you get to change the wallpaper.

Frank


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