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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (154862)	1/11/2002 4:12:14 PM
From: Charles Gryba	Read Replies (1) \| Respond to of 186894

wbmw, I don't think AMD was production limited to the 20 something % they attained. They were demand limited. C

To: wanna_bmw who wrote (154862)	1/11/2002 5:03:32 PM
From: TimF	Read Replies (2) \| Respond to of 186894

The low 20% figure that AMD had and has did not come from two fully ramped fabs. Still I understand why you are doubtful of AMD being able to get over 30% just from Dresden even when it is fully ramped at .13. If Intel did not also expand production and sales it should be possible, but assuming the CPU market recovers (something anyone holding either stock would want, I'd rather AMD get 27% of a growing profitable market then 32% of a stagnant or shrinking market in the middle of a price war) Intel will increase their sales as well, so while AMD could get over 30% of today's CPU market by the end of 2002 they might not have over 30% of the then current CPU market. Tim