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

To: Tushar Patel who wrote (59158)10/18/2001 6:58:01 PM
From: Paul EngelRead Replies (1) | Respond to of 275872
 
Tushar - Re: "Everybody else is your corner shop mom & pop SD shop. So people like Sony, Gateway, Toshiba etc. that don't make the top 5 must use all AMD all the time. "

That's what Petzinger is saying - even if the numbers show it is completely wrong.



To: Tushar Patel who wrote (59158)10/18/2001 7:17:24 PM
From: PetzRespond to of 275872
 
The smallest or the top 5 OEM's is only at 3.4%. I doubt that the total of #'s 6 to 10 is more than 10% of the total market. That leaves almost 50% for smaller names, which is AMD's strongest market.

The fact is, #'s 1 through 5 LOST market share, which makes it extremely likely that #'s 11 through infinity GAINED market share.

Petz


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