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

To: Bill Jackson who wrote (60664)	10/28/2001 11:35:49 AM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "Which company has 78% market share ? Could it be the one who used to have 100%" Nope. Intel had 78% market share in the early 1990s and has maintained that since that time - at times rising even higher.

To: Bill Jackson who wrote (60664)	10/28/2001 11:42:16 AM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "Which company has ASPs plummeted to $60 - the level during the Kmart6 days? Intel" No. Bill - once again, you didn't bother to read AMD's quarterly report. Allow me to assist you, Bill. From that report, Bill, we can find: AMD Selected Corporate Data (Unaudited) Segment Breakdown Q3 '01 Q2 '01 Q3 '00 ----------------- % of % of % of Sales Revenue Sales Revenue Sales Revenue ----- ------- ------ ------- ------ ------- Core Products segment: PC Processor Products 61 $467M 60 $588M 52 $625M Memory Products (Flash) 28 210M 32 316M 35 420M Other IC Products 8 64M 5 51M 8 99M Voice Communications segment 0 0 0 0 1 17M Foundry Services segment 3 25M 3 30M 4 46M Now, Bill - see the part that says PC Processor Revenue was $467 Million. ? AMD claimed to ship 7.7 Million CPUs. - YOu DO KNOW THAT, huh, Bill? So, Bill - here's the simple math - I hope you can follow it: $467,000,000/7,700,000 CPUS = $60.65/CPU That's right, Bill - AMD 's ASP was measley $60.65/CPU