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


To: Dan3 who wrote (49753)8/3/2001 12:46:40 PM
From: dale_laroyRespond to of 275872
 
>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%.<

But what percent of the consumer markets is notebooks. If notebooks account for a higher volume of consumer purchases than corporate purchases, the argument shifts in favor of AMD, if the reverse is true, the argument shifts against AMD achieving a 30% market share without corporate.

>Add in 10% of the SMP workstation / SHV server market (figuring that at 10% of the total market and you are at 30%.<

Might happen in workstations, but the SHV server sales will not materialize.