Eric
below are two quotes from analysts
Regards
-Albert
SoundView:
Total microprocessor shipments for the quarter were 6.3 million, slightly lower than the 6.5 million that we were modeling. K6 shipments came in at in line with our 4.5 million unit estimates while K7 units came in at about 1.8 million, less than our 2.0 million-unit estimate. On a Q-Q basis, total microprocessor shipments declined from about 6.5 million in Q1 to about 6.3 million in Q2 while revenue from the segment increased to $667 million from $644 million. Looking into 2H we believe AMD's should see strong demand and are modeling total processor shipments of 6.9 and 8.7 million units for Q3 and Q4.
Goldman:
Is AMD a problem for Intel in the shorter term? The market share incursions are actually relatively small. On a YOY basis, AMD clearly gained some share with 70% unit growth; we believe that AMD's unit share went from 12% to 16%. But sequentially there was no real change, as AMD's overall units actually declined slightly relative to Intel's modest increase. If they hit their milestones, unit share will probably climb by a point or so by year end.
But units don't tell the whole story; AMD is moving into the performance segment in a major way, and this will significantly increase with the Athlon ramp. In revenue terms, AMD has moved to 8.3%, from 7.3% last quarter and 4.7% last year. This represents a more meaningful incursion, given that the long term growth rate of the processor sector is about 12-15% in revenue terms, a loss of 4-5% market share will have a significant impact on growth. More importantly from Intel's mindset, AMD's material increases in profitability, credibility, and cash flow make them a more significant thorn in Intel's side longer term.
|
