SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: TGPTNDR who wrote (140019)11/13/2004 6:46:17 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
I think the chances that AMD will sell 40M x86 parts in any quarter of 2006 are < .1%

Doug



To: TGPTNDR who wrote (140019)11/13/2004 10:23:31 PM
From: PetzRead Replies (2) | Respond to of 275872
 
I don't think its possible for AMD to increase its market share by more than 10% per quarter, no matter how good its products are. So, to get to 50% market share, solve 0.16*1.1**x=0.5. The answer you get is 11.96 quarters, 3 years.

Increasing market share 2% in one quarter is about the best I ever saw AMD do during the coppermine fiasco and back then market share was around 20%. And nothing like that is going to happen 12 quarters in a row.

Petz


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News