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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (34790)	7/19/1998 11:26:00 AM
From: Maxwell	Read Replies (3) \| Respond to of 1573019

Dr. Engel: Intel shipped Q2= 20M CPU and AMD shipped 2.7M. I calculated AMD has 11.9% of the market compared to Intel. I estimate Q3 AMD will ship 5M. This means Intel must ship 37M CPU in Q3 to maintain market share. Is this possible for Intel? Maxwell

To: Paul Engel who wrote (34790)	7/19/1998 3:15:00 PM
From: JBoyd	Read Replies (1) \| Respond to of 1573019

Paul your post seems to be pretty much on point in terms of summarizing my conerns about AMD. The only point I would question is Dresden dragging down P/L in the fourth quarter; I'm pretty sure it won't be a concern until 1999. For a period of time on this thread when AMD was having yield problems, many were saying that AMD's "window of opportunity" was closing. I didn't think that was correct and AMD has continued to grow market share. Unfortunately, I do not think it has been enough to absorb the capacity which will be brough on with Dresden. That being said, I still own my AMD shares; at least for now.