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To: Dan3 who wrote (140257)	7/27/2001 1:08:21 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Blow Boy - Re: "What does that have to do with the fact that AMD has gone from 5% of the market to almost 25% of the market in just 4 years. " You are too blind to see, of course. First - you define 21% as "almost 25%" That's why people think you're a slime - playing fast and loose with non-facts. As for market share, AMD's share is heading DOWN . Stuffing >1,000,000 CPUs into the channel at the end of June won't do much for AMD's shipments this month..or next..or the one after that.

To: Dan3 who wrote (140257)	7/27/2001 12:38:20 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

What does that have to do with the fact that AMD has gone from 5% of the market to almost 25% of the market in just 4 years. One, I really question that 22% number as AMD pumped the channel heavily at a deep discount last quarter. I'd buy 20% though. Most of that gain came with the K6-X series of microprocessors, most notably the K6-2. It came because Intel failed to recognize the sub-$1000 PC market. That failure gave AMD ~50% of the U.S. retail market and took their market share up to 15-17%. shrug They're a few percent above that now. I'm honestly not sure whether they're "on a roll" or at the "crest of their wave." AMD has had this level of market share before... and as you so eloquently demonstrated, it has always fallen off after time... sometimes precipitously.