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

To: Maxwell who wrote (38993)	10/11/1998 5:00:00 PM
From: Joey Smith	Read Replies (2) \| Respond to of 1572860

re:Intel Only 43% of Total Retail Sales in September: maxwell, with all that market share, it's sad that AMD can't make any money. Intel, however, will post good numbers in Q3 and even better in Q4. Market share is not the critical factor which determines profitability. AMD is basically buying market share now. Things get a lot tougher when they target markets in which price is not the critcial factor. Still, I'll be riding the HYPE on this stock for a few thousands dollar profit ;-) joey

To: Maxwell who wrote (38993)	10/11/1998 9:09:00 PM
From: Dale J.	Respond to of 1572860

Maxwell, Re:Intel Only 43% of Total Retail Sales in September: From the same article: IDC's Hanry figures 82% of all desktop PCs sold in the US this year will use Intel microprocessors. AMD meanwhile, is likely to finish the year with a 12% share of all machines sold. And Zlotnikov sees Intel retaining 92% share of PC revenues, compared to AMD's 6%. In terms of market share, it looks like AMD will end the year about where they began. Except they will have less money to work with. Dale

To: Maxwell who wrote (38993)	10/12/1998 12:07:00 AM
From: Brian Hutcheson	Read Replies (2) \| Respond to of 1572860

Hi Maxwell , good post from BW oct 19 issue . I personally cannot see anything positive from Intel's viewpoint except some wishfull thinking by Intel analysts . I don't know where you live but up in Vancouver , stores such as Staples have converted almost completely over to AMD based PCs . I counted 2 out of 10 PCs being Intel and the rest K6-2 . When do you think we will see Gateway making K6-2 PCs ? Brian