Paul, Re: This was an interesting part of that article:
No...No...No... You've got it wrong, THIS was the REALLY interesting part:
AMD currently owns about 12 percent of the budget processor market and 7 percent of the high-performance market, according to U.S. Bancorp Piper Jaffray. AMD hopes to increase its total share to 20 percent by the end of the year.
But that may be pie-in-the-sky, according to Ashok Kumar, managing director of U.S. Bancorp. Kumar says AMD's current market-share numbers are misleading because they include business inherited from failed competitors, like Cyrix and Centaur. AMD has yet to make inroads into Intel's corporate PC stronghold, and it may even lose ground in the value segment when it introduces Duron, Kumar says.
"All of AMD's value competitors basically have disappeared," bequeathing AMD the 10-plus percent market share they had two years ago, says Kumar. "And it will be difficult for vendors to support Duron, which will use a brand-new chip set and motherboards. I'm afraid AMD is stretching optimism beyond the bounds of reason to think they can capture anything beyond 20 percent."
Keith Diefendorff, editor in chief of Microprocessor Report, agrees that AMD still faces a brutal fight. "It's one thing to come out with a product like Athlon and give Intel a bloody nose; it's another thing to compete with Intel, product after product, and stay ahead
SemiconEng |
