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Re: Petz post# 28601

Friday, 03/12/2004 7:43:28 AM

Friday, March 12, 2004 7:43:28 AM

Post# of 97595
Petz, in Q2 AMD will have 5-6 million Athlons and 1-1.3 million A64s. What market share growth are you talking about, especially in expanding market? So far they have to get money by ASP, not units. And I see Barton price holding pretty well, so I don't think Barton sales can be down in Q1 by more than 6-8%. A64 sales may compensate this for almost flat quarter. But no, no market share growth I see possible.
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