Tony, Re: Electronic News article and market share gains.
Were you sure to catch this line?
"Intel Corp.'s aggressive ramp of its P4 processor and some cut-rate prices on its low-end Celeron processor actually allowed the company to ship about 4 million additional units in the fourth quarter than it did in the third quarter, or approximately 34 million units overall, Intel said."
Intel giving out CPU numbers? Won't the 'Droids be surprised!
I figure this is a good opportunity to calculate market share. But, since I don't know how many CPUs came from VIA and others, I'll have to use the approximation that VIA and others = 0. Also, I'll put in my estimate for Q1 and Q2 MSS. Q1 is seasonally slower than Q3, and Q2 is the slowest quarter, overall, so I'll adjust the numbers accordingly.
AMD MSS Q1 (est) - 7.2/(7.2+28.5) = 20.2%
AMD MSS Q2 (est) - 7.7/(7.7+27.5) = 21.9%
AMD MSS Q3 - 7.7/(7.7+30.0) = 20.4%
AMD MSS Q4 - 7.8/(7.8+34.0) = 18.7%
Of course, these will be smaller when the small percentage due to other competitors are figured in, but either way, there is a definite drop in market share on behalf of AMD since the second quarter last year. Anyone out there still in denial that AMD has lost market share?
And then there's this line regarding ASPs.
"The pressure not only comes from a technology standpoint but from a pricing position. Intel lowered the average selling price of its microprocessor line from $201 in the fourth quarter of 2000 to $155 in the fourth quarter of last year, Reynolds said."
It's a pretty big fall, but not as much as I had thought. There's certainly a lot of information here, Tony. Thanks!
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