Re: AMD had .... FAR FEWER successes
About the only thing AMD has been any good at lately is growing revenue and profits, while increasing market share.
The exact opposite of their larger competitor's performance.
AMD may or may not make any kind of meaningful entry into the server market this year. Near term, that market is all but dead. Last year, almost 2 years worth of server sales were made. This year, server vendors will be fighting over a fraction of that sales volume. As a new entrant, AMD has very little chance of selling much into such a market, but nobody else is going to be selling much, either.
The notebook market is looking like the best bet for any CPU profits this year and it's almost 100% Intel right now. We'll have to see whether or not AMD is able to make any real headway there (almost none, so far) - but that's where they appear to be making their big push, such as it is.
Nice to see Intel is going all out introducing two new incompatible server lines to confuse the few potential buyers of their existing line in the middle of a server sales collapse.
This behavior is consistent with the recent targeting of available resources by the two companies.
To its credit, Intel does seem to have figured out that it should use whatever .13 capacity it can bring on line to defend its notebook market share.
My guess is that, for the year, AMD will see flat or slightly declining desktop sales, substantially better notebook sales, and insignificant server sales. Intel will see flat or slightly improved desktop sales, substantially worse notebook sales, and terrible server sales (like everyone else in the server market).
Net change: more revenue, profit, and market share gains for AMD. More revenue, profit, and market share losses for Intel.
Dan |
