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

To: Monica Detwiler who wrote (76389)	4/3/2002 5:24:23 PM
From: pgerassi	Read Replies (2) \| Respond to of 275872

Dear Monica: That was on a conference call some time ago. They were at around 1% in units and 0.5% on revenue depending on how you define the market. They may be at 5 times that now and that is not essentially zero. We will hear more at the Q1 CC. At 500% a quarter, it does not take long to rise to significant share. Even at that time, more Athlon servers sold than Itanium servers. In 10 quarters, it might be Intel which watching its share go to essentially zero. That is what is scaring them. AMD might not be able to supply 100% of the WW desktop market, but they could supply 100% of the server market. Pete