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

To: dale_laroy who wrote (49747)	8/3/2001 10:50:55 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: without the corporate market, AMD can not achieve a 30% market share They were at about 22%-23% without notebooks or servers. Add in 22.5% of notebooks (if notebooks are about 30% of the market) and you add 6.75% of the total market taking you to 29%. Add in 10% of the SMP workstation / SHV server market (figuring that at 10% of the total market and you are at 30%. And now your ASPs are being increased by the more lucrative notebook and workstation / server sales. At the same time, Intel can no longer subsidize desktop APSs with notebook/workstation sales - AMD is putting pressure on Intel everywhere.

To: dale_laroy who wrote (49747)	8/3/2001 11:01:38 AM
From: AK2004	Respond to of 275872

Dale re: Fab30 does not add enough capacity to convince the corporate market that AMD.. you are way off on that one, man. D'you really believe that? Regards -Albert