pgerassi - You wrote They were at around 1% in units and 0.5% on revenue depending on how you define the market. They may be at 5 times that now and that is not essentially zero
Well, Pete, by the same stroke of imagination, AMD might really be back at zero % market share since, during the intervening time, Intel has introduced low power Pentium 3 blade server products and 2-way Xeon server chips up to 2.2 GHz and 4-way Xeons with large L3 caches up to about 1.6 GHz.
Right?
AMD might not be able to supply 100% of the WW desktop market, but they could supply 100% of the server market.
AMD can only supply zero percent of the 4-way and above server market. Ask yourself this - why would a server manufacturer want to use AMD for only a very small part of their server line (no low power versions remember ?) when they can get everything from Intel - low power, blades, large cache (up t 2 Meg L2 or 1 Meg L3), high speed, 2,4,8,16 and 32 -way....?
Well, you get the picture, don't you Pete?
Monica |
