Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Jim McMannis who wrote (51366)	3/26/1998 5:04:00 PM
From: David S.	Read Replies (1) \| Respond to of 186894

Jim, I am not pointing at you, but I find it hard to believe that Intel has gone from 93% to 65% market share in one year. Whoever is making this claim needs to back it up with some data or reference. Is there any hard data or are you guys just guessing? Regards, David S. long on Intel, Iomega and WorldCom

To: Jim McMannis who wrote (51366)	3/26/1998 5:13:00 PM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

Let's do some math. Intel will probably make somewhere around 90 million microcomputers this year (maybe more). AMD might make around 8 million to 10 million (IF things go better than they have been going) this year. So looking backwards, we see that AMD won't crack 10% of the total market this year. AND AMD gets to play at the bottom of the food chain rather than the top. Not much sales yet in portables, servers, workstations. So I'm confused about the math. I suspect that AMD is getting maybe 35% of the home pc market, though. With the "success" of AMD come some serious dollar losses that are beginning to pile up. They don't go away, you finance them with borrowed bucks, one way or another.