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

To: fyodor_ who wrote (76650)	4/7/2002 9:05:00 PM
From: ptanner	Respond to of 275872

fyo, re: Apple information According to the last annual report (12/01) Apple sold only 3.1M computers, down from 4.6M the year before. This is around 2% assuming a run rate of 35M/qtr (the general number bounced around here for Intel&AMD cpus). WRT international... sales volume has been from 40 to 50% international over the last two years (per Apple) which is lower than the international revenue share for AMD or Intel. I haven't followed Apple much the past year but have in the past. My opinions on a HammerMac are luke warm: this would be about a 10% increase in CPUs sold for AMD (but probably worth more in market awareness), could either increase or decrease MSFT interest in x86-64 windows; and given how well Apple pulled off the transition from the 68000 series to PowerMac I think they could do it again. While Motorola's processors provide good IPC they are falling farther behind and Motorola's committment to providing desktop processors (used solely? by Apple) relative to embedded application may be faltering. -PT