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To: Scumbria who wrote (66894)10/16/1998 9:25:00 PM
From: Fred Fahmy  Read Replies (2) | Respond to of 186894
 
Scumbria,

Here is a big reality check for you:

INTC AMD
96Q1 0.51 0.18
96Q2 0.58 -0.26
96Q3 0.74 -0.28
96Q4 1.06 -0.15
97Q1 1.10 0.09
97Q2 0.92 0.07
97Q3 0.88 -0.22
97Q4 0.98 -0.09
98Q1 0.81 -0.39
98Q2 0.66 -0.45
98Q3 0.89 0.01
TOTAL 9.13 -1.49

I'll tell ya what, you invest based on figures provided
by PC Data and I'll keep on investing based on results
and we'll see who comes out ahead.

You may care about market share in terms of volume but
all I care about is profit share. Do you understand the
difference????

FF



To: Scumbria who wrote (66894)10/16/1998 9:37:00 PM
From: Mike Morley  Read Replies (1) | Respond to of 186894
 
Those 98 numbers are a little hard to believe. AMD just reported that they sold 3.8 million units for the quarter. That's 300k per week, under a million in three weeks. Estimates are that Intel sold 24 million units for the quarter. That's almost 2 million a week, 6 million in three weeks. Of course, I'm looking at average numbers, so maybe AMD had three great weeks and sold all 3.8 mil. then, and Intel had three bad weeks and sold 3.7 mill



To: Scumbria who wrote (66894)10/17/1998 3:07:00 PM
From: Paul Engel  Respond to of 186894
 
Scumbria - Re: "Here is a reality check for you"

here's one for you:

Intel
$6.7 BILLION REVENUE
$1.6 BILLION PRPFITS in Q398

AMD
$685 Million Revenue
$1 Million Profits

The CPU business is far bigger - and far more profitable - than the retail sector where AMD sells its CPUs at a loss. You do know that without FASL income, AMD lost money in the past quarter.

Paul



To: Scumbria who wrote (66894)10/18/1998 12:31:00 AM
From: exhon2004  Respond to of 186894
 
Scumbria:

re <<1998
AMD 47%
Intel 43%
Cyrix 10%>>

Aren't these figures for a single channel of distribution, retail maybe? Fuchi's Swap Meet perhaps?