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

To: andreas_wonisch who wrote (59901)10/24/2001 12:41:40 PM
From: TenchusatsuRead Replies (3) | Respond to of 275872
 
Andreas, <AMD wouldn't be able to take a significant price premium for these CPUs since they wouldn't be able to satisfy more than 30% of the PC market.>

Apple has the whole world believing that the PowerPC G4 is a "Supercomputer on a chip" despite having a negligible share of the personal computer market.

I'll probably get flamed for this, but AMD's goal of 30% market share is misguided. I believe that's the fundamental flaw in AMD's business model.

Tenchusatsu



To: andreas_wonisch who wrote (59901)10/24/2001 3:04:29 PM
From: dale_laroyRead Replies (1) | Respond to of 275872
 
>It may sound frustrating for some AMDroids but unless AMD can serve more than 50% of the market they won't be able to set new standards.<

This is wrong. AMD needs only to be able to match Intel's market share to set new standards. If VIA grabs 30% of the market, AMD could set new standards with as little as a 35% market share.


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