<What I am saying is AMD going from about 15% to 35% and Intel going from about 80% to 60% in terms of market share.>
Think about what you're saying here. Using ballpark round figures here, say Intel shipped 100M one year, and AMD 20M. If the total market is 125M, that means Intel has 80% and AMD has 16%. Now according to you, next year you think AMD will go to 36% and Intel will go down to 60%. If the total market grows by 20%, that means next year the total pie will be 150M units strong. AMD will thus be shipping 54M and Intel will be shipping 90M. Wow, that must mean that AMD just increased total production by 170%, and Intel reduced production by 10%.
But even if your percentages are screwed up, your original point was that Intel has no prospects for any growth whatsoever next year. That must mean if the entire x86 market grows by 25M units, and AMD absorbs the entire growth, they just increased their production by 125% in one year!
Either way, Chuck, your mathematical arguments don't hold any water. Besides, AMD's own target is for a 30% overall marketshare, and that's a pretty lofty goal in itself considering that the entire market keeps growing and Intel isn't going to play nice.
Tenchusatsu |
