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

To: Mike Morley who wrote (66903)	10/17/1998 12:36:00 AM
From: Tenchusatsu	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> Mike, those figures that the press and AMD supporters constantly quote is only for the low-cost retail computer market. You know, like the systems you buy at Sears and Costco. In that market segment, AMD and Intel are neck-n-neck in terms of marketshare. But the retail market is only a fraction of the total x86 processor market. In every other market, AMD has much less of a presence. Of course, the reason why the retail computer market is mentioned so often is to show that AMD has gained a critical foothold in the x86 market and now wants to use that foothold to leap into other market segments. Whether they can succeed or not depends on how well AMD can market the K7 in the face of Intel's competitive responses. There's another reason why AMD's gains into the retail market have attracted so much attention. To the press, it sounds like a classic David and Goliath story. No one cares when the big guy gets bigger, but everyone pays attention when the little guy makes gains. Tenchusatsu