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To: Joe NYC who wrote (156023)1/17/2002 2:04:23 PM
From: wanna_bmw  Respond to of 186894
 
Joe, Re: "AMD still needs to get to higher unit market share hopefully in areas with decent ASPs like mobile and server. But it seems that while AMD is making some progress in those areas, but lost in the desktop segment, which used to be AMD's strength."

Expect AMD's strength areas to continue to fluctuate. This year it will be in mobile and maybe server. Next year, they may lose their mobile share to Banias, but gain back desktop share with Hammer.

wbmw