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Technology Stocks : Intel Corporation (INTC)
INTC 42.61+6.5%Jan 7 3:59 PM EST
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To: andreas_wonisch who wrote (151373)12/6/2001 5:21:43 PM
From: fingolfen   of 186894
 
If Intel's other groups doesn't do worse than that that's what to be expected from CPG too. So it looks like AMD won back successfully revenue market share in CPUs by increasing ASPs without losing units. Keep in mind that Intel guided for lower ASPs in the last CC and they didn't change that forecast in today's PR (we have to listen to the CC later to be sure). But it's still possible that Intel increased units more than AMD, so unit market share could be down for AMD. But I agree with you that it's probably more or less unchanged.

Why are you assuming zero sum on this one? With both AMD and Intel reporting higher than forecast earnings, and both AMD and Intel dealing with supply tightness on their respective flagship processors, this could be an effect of a growing market...

I don't mean to imply that market shares are absolutely unchanged (as those numbers wiggle a lot from quarter to quarter), but the only way both can do better than forecast would be to have obtained better than expected results. As AMD and Intel make up essentially the entire market (VIA and TMTA don't have enough share to matter) both can't report better than expected earnings in a stagnant market as in that scenario any gains come at the expense of the other.
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