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

To: Dan3 who wrote (67547)	1/10/2002 10:54:02 PM
From: ptanner	Respond to of 275872

Dan3, re: Digitimes has notebook sales numbers up Interesting information. From another recent article Taiwan is source of most notebooks so these numbers should be very representative of the overall notebook market. Looking at the data... Project 2001 shipments were 29% higher than 2000 and the final numbers (for those reporting) were about 34% higher YOY. For 2002 there were only projections for the two largest suppliers but with a healthy growth of 38%. It would be interesting to put these numbers in the context of total processor shipments but I don't have any estimates at hand. However, given the rapid growth of the notebook segment and low overall growth it would seem that desktop units would have very low growth. So, AMD's return to the notebook segment was essential for overall expansion of market share. AMD had some information on the breakdown of the notebook market in their Nov. analyst meeting (slide 37) as follows: Mobile Desktop - 10%, 25W moving to 35W CPUs Mainstream Value - 30%, 25W->35W Thin and Light - 50%, 16W->25W (Growth Segment) Ultra Light and Mini Note - 10%, 12-16W and 6-10W respectively I assume the % values are the share of the notebook market. The context for AMD's numbers was the market segments in which Palomino/Morgan chips could participate (first two higher wattage, 40% overall) and that Thoroughbred based CPUs would allow for expansion into all categories. Realistically, I wonder if TBred can participate in the lowest categories but this is a small portion of the market. -PT