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

To: Bill Jackson who wrote (57347)	10/5/2001 3:08:14 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Bill, Re: "So Since AMD gives a total CPU number and Intel is not, how can we interpolate the Intel numbers?" If I wanted to make a guess based on Q2 numbers, I would look at total CPUs sold - 35M according to market research - and subtract the two. Then, I might assume that other competition like VIA, Transmeta, etc, have managed to sell 1M more. 35M - 7.7M - 1M = 26.3M CPUs from Intel, or about 75% of the market. Just for fun, let's say Intel increased sales to 28.3M CPUs, and the rest of the market stays stagnant. That would put AMD MSS at 20.8% and Intel MSS at 76.5%. That sounded reasonable in my mind, and is my personal WAG. wanna_bmw