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

To: Win Smith who wrote (87961)9/11/2002 7:43:44 AM
From: Bill JacksonRespond to of 275872
 
Win, Right now AMD has about 22% of the CPU market. Dell has 0% of that share. Dell is reaching the point of diminishing returns on the 70+% of the market that uses Intel CPUs.
Now this will worsen if the hammer and other new AMD steppings allow that ~22% to increase.

Dell has no choice but to expand into the AMD based market no matter how Intel squeaks about it since they want to keep their total share growing and their S/P upwardly mobile.

Bill


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