Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (48089)	7/17/2001 6:34:13 PM
From: andreas_wonisch	Read Replies (3) \| Respond to of 275872

Joe, Re: I have yet to see Intel publish any real data. Otellini said that unit shipments were up 6% and that that amounted to more than 1 million units. So we'll get: Q1 units Q2 units increase (always 6.0%) 16.66M 17.66M 1.0M 20.00M 21.20M 1.2M 23.33M 24.73M 1.4M 25.00M 26.50M 1.5M 26.66M 28.26M 1.6M If AMD had a market share of 22.2% in Q2 with 7.7M units shipped, overall units must have been 34.7M. That means there were 27M left for Intel. But that doesn't compute with Intel's numbers (see above). If they shipped 27.0M this quarter, they must have shipped around 25.0M units last quarter according to Otellini. With AMD having shipped 7.3M units then, AMD's market share would have been 22.6% then which is too high. So, who is lying here? Andreas