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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: heatsinker2 who wrote (46215)7/5/2001 11:33:05 PM
From: Paul EngelRead Replies (1) of 275872
 
Re: "AMD number is more reliable. They know how many processor they sold (a record). Intel says they gained marketshare, but that assumes that they know the size of the market. Nobody knows that. "

AMD publishes their CPU unit shipments.

Intel then KNOWS AMD's CPU shipments.

Intel KNOWS THEIR OWN CPU unit shipments - but they don't tell anybody (at least not directly).

Now, since Intel and AMD make up 99% of the x86 CPU market - and Intel knows AMD's numbers and their OWN numbers, I'd say Intel knows the EXACT SIZE of the market - within 1%.
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