Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jcholewa who wrote (66176)	12/24/2001 1:13:19 AM
From: milo_morai	Read Replies (1) \| Respond to of 275872

<font color=red>AMD processor shipments to grow by 40% in 2001 Charles Chou, Taipei; Christy Lee, DigiTimes.com [Friday 21 December 2001] Sales of Advanced Micro Devices (AMD) processors have continued rising lately, as the Pentium 4 shortage problem is still unsolved. K.J. Chou, president of AMD’s Taiwan branch, said that given the business boost AMD’s processor shipments worldwide this year are expected to reach 30 million units, climbing by 40% from 2000. At present, the high-end Athlon and low-end Duron processors each constitute 50% of AMD’s shipments, said Chou. In the Athlon segment, shipments of the Athlon XP have increased significantly. According to AMD’s roadmap, the Athlon XP line will be able to completely replace the older Athlon processors in the first quarter of 2002. Chou said that the company has also sent out samples of its latest Athlon XP 2000+ to clients, which is set to hit the market in January with a clock speed reaching 1.7GHz. AMD has fallen behind Intel in the clock speed race after its rival introduced the P4 series. However, with Intel suffering from a processor shortage caused by its capacity adjustment, AMD has been able to grab some market share with its 0.18-micron-processed Palomino-core Athlon XP. According to Taiwan’s Institute for Information Industry (III), AMD will claim around 27% of the global processor market in the fourth quarter. Dataquest statistics also showed that AMD has seen significant share growth in both the home and enterprise sectors this year. In the small-size enterprise market, AMD’s overall share rose to 40% in the third quarter, while in the home markets in Japan and Western Europe, the figure reached around 50%. Despite its growth in shipments, Chou said that his company’s revenues have been somewhat affected by the falling product ASP (average sales price). Although the price decline has gradually eased with the launch of the new Athlon XP, it may not last for long, especially as Intel will soon shift production to the 0.13-micron process and price-cutting still remains one of the primary marketing strategies. Related stories: P4 shortage dragging down mobo sales (Nov 27) Tight P4 supply to distributor markets boosting Socket A board sales (Oct 12) Motherboard companies looking forward to new Athlon XP (Sep 17) Taiwan chipset makers hope to increase ratio of Socket A products (Sep 17) digitimes.com M.