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To: Petz who wrote (155606)1/16/2002 1:07:15 AM
From: wanna_bmw  Respond to of 186894
 
Petz, Re: "AMD's Q3 CPU's were described as "more than 7.7M," so a 12% increase would be 8.6M CPU's. So I think AMD's CPU sales have to exceed 8.6M units for them to maintain a 22% market share, assuming "low double digits" means 11 or 12%."

Actually, during the mid-quarter review, Jerry said that there would be over 8M unit volumes. 600,000 more than that should have been easy for them because of the busy Christmas season. That's why I think claiming a gain in market share ought to be easy for them. Of course, this might be one of the instances where a good thing for AMD doesn't translate into a bad thing for Intel. Both companies have done extremely well this past quarter.

wbmw