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

To: combjelly who wrote (54075)	9/6/2001 11:47:43 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Combjelly, We'll have to wait and see how much of the retail market share AMD has actually gained, but I took a look at direct and business sales, and this is what I've found (in terms of percentage of advertised products belonging to a given processor line). IBM - 100% Intel Dell - 100% Intel (Obviously) Sony - 87.5% Intel, 12.5% Transmeta Toshiba - 100% Intel HP Business - 100% Intel HP Home - 83.3% Intel, 16.7% AMD Compaq Business - 100% Intel Compaq Home - 75% All Intel, 25% Intel/AMD Mix Gateway - 100% Intel Fujitsu - 100% Intel MicronPC - 100% Intel Do you know of any other popular notebook brands? Some of the above may carry retail only AMD models (I thought there was a Sony model, for example), but in terms of what is listed on the web, those are the figures I found. It gives good evidence that AMD's retail sales are going to comprise most of what they get in mobile market share. Do you have reliable figures as to what percentage the retail market is of the overall processor market? That may give a sneak preview of how much market share AMD intends to gain overall. wanna_bmw