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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Windsock who wrote (164365)	4/20/2002 3:55:18 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Windsock, Re: "An increase of 200,000 units is trivial in a market of about 40 million units. The accuracy of the total market number has more variability than the trivial change in AMD units." Last quarter, Intel sold about 34M microprocessors. This was revealed in several news stories a few months ago with exact numbers (a first for Intel, since they don't normally announce volumes). This quarter, as some people pointed out, Intel had a slightly higher ASP due to a better mix of Pentium 4 processors, and since sales were flat with last quarter, we can assume that volumes were slightly down. However, it's unlikely that a better mix of processors could have caused ASPs to deviate more than a couple percent. If we take a reasonable upper bound of 5%, and also apply that to unit volumes from last year, we can make a reasonable guess about Intel's volumes for this quarter. I suspect that they would be able 32.5M. This would leave Intel's market share at 80.2%, compared to AMD's volumes at 8M and market share of 19.7%, give or take a few tenths of a percentage. Effectively, AMD could claim 20% of the market, but I think it's slightly less. wbmw