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To: Peter Dierks who wrote (50331)8/8/2001 10:54:53 AM
From: Bill JacksonRespond to of 275872
 
Peter, I would not go so far as to say 50%, except possibly in the SD shop segment.
But with $$ share growing and ASP falling the numbers shipped must indeed increase.
Now the 1200 AMD server parts easily beats the 1700 Mhz Xeon,
no wonder Intel is in a panic.

Bill



To: Peter Dierks who wrote (50331)8/8/2001 11:06:45 AM
From: jcholewaRespond to of 275872
 
> > WSJ published yesterday they had 22% the previous quarter
> I assume this is revenue. What about unit wise?

That is unit-wise. Revenue-wise, AMD is half that, as Intel's reputation and marketing skills gets them something like a 100% pricing premium on the average.

In certain submarkets, AMD attains 50%. For example, sometimes, AMD gets 50% of the US retail market (not currently).

-JC

PS: The unit share may actually be more like 21.5%, though.


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