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

To: steve harris who wrote (77071)	4/14/2002 1:37:32 PM
From: milo_morai	Read Replies (2) \| Respond to of 275872

<font color=blue>Must Read on AMD Mkt Share. digitimes.com This clip is very enlightening. In the first quarter of 2001, the percentage of shipments from Taiwan’s Asustek Computer, Gigabyte Technology, Micro-Star International (MSI) and other first-tier motherboard companies using AMD solutions exceeded 30%. For distributor-focused second-tier motherboard makers, like Abit Computer and Shuttle, this figure topped 50%. Gigabyte estimated that AMD-based motherboards in March accounted for 40% of its clone shipments and 30% of its total shipments. According to Abit, 50% of its shipments are Socket A mainboards with AMD taking a 60% share of shipments to North America and some parts of Asia. In the fourth quarter of last year, AMD’s Socket A and Socket 7 motherboards accounted for about 16% and 6% of Taiwan’s total shipments, respectively, according to Taiwan’s Market Intelligence Center (MIC). Totaling 22% in the fourth quarter, this figure had risen from the third quarter’s 18%. Manufacturers noted that the percentage of Socket A motherboards using VIA’s KT series has now risen above 85%. In the first quarter, the ratio of AMD Socket A and Intel Socket 370 motherboards changed to 4:6 from the previous 3:7 while shipments increased 30%, according to estimates of VIA’s chipset shipments. Based on VIA’s March shipments of five million chipsets, the shipments of Socket A motherboards should have reached two million units, not including small shipments of SiS 730S Socket A motherboards.