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To: Joe NYC who wrote (86102)	7/30/2002 11:00:09 PM
From: Bill Jackson	Read Replies (2) \| Respond to of 275872

Jozef, The inexorable march of commoditization. Dell is the ultimate commoditizer, one day maybe someone will do a better job than dell and Dell will fade.....but only if they can get parts from Intel as cheaply as dell can. Right now Dell has an advantage over anyone else. It is also possible that dell will drive all the others out of the business and completely dominate it. Anyone who wants to beat dell must take a huge loss for a few years to erode their share, and at the same time be a low cost producer of boxes. Hard to see why anyone would enter that arena. Bill

To: Joe NYC who wrote (86102)	7/30/2002 11:08:12 PM
From: Yousef	Read Replies (1) \| Respond to of 275872

Jozef, Re: "Not including Xbox, Intel held a market share of 81.7 percent, and AMD had a market share of 16.5 percent." Looks like AMD did LOSE market share ... Even more than I had thought. Make It So, Yousef

To: Joe NYC who wrote (86102)	7/31/2002 3:18:36 AM
From: Petz	Read Replies (1) \| Respond to of 275872

<Not including Xbox, Intel held a market share of 81.7 percent, and AMD had a market share of 16.5 percent. news.com.com > Its important to keep in mind that the Mercury Research numbers are based on CPU sales, not on PC sales. The numbers do let us figure out Intels CPU numbers however. I made a little spreadsheet which searched for the values of A=AMD CPUs I=Intel CPUs excluding XBOX X=XBOX CPUs O=other CPUs which match the "market share" percentages from Mercury Research. The market share numbers given say that A/(A+I+X+O) = 0.156 +- 0.0005 A/(A+I+O) = 0.165 +- 0.0005 I/(A+I+O) = 0.817 +- 0.0005 (I+X)/(A+I+X+O) = 0.828 +- 0.0005 The best solution with "simple" numbers is A=6.1 million CPUs I=30.2 million CPUs (non XBOX) X=2.25 million XBOX CPUs O=0.65 million CPUs The calculated ratios become 0.1556, 0.1651, 0.8173, 0.8278 These all round off nicely to the same exact numbers as the Mercury Research market shares. If you use the criterion that the Mercury Research numbers must all be within 0.05%, i.e., the numbers given in the article are rounded to the nearest 0.1%, then AMD CPUs are between 6 and 6.21 million Intel (excluding XBOX) CPUs are between 29.7 and 30.7 million XBOX CPUs are between 2.2 and 2.35 million OTHER CPUs are between 0.64 and 0.67 million Petz