Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.43

0.0%

Dec 11 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (217413)	11/22/2006 12:44:11 PM
From: pgerassi	Read Replies (1) of 275872

Dear Sarmad: In that news article, AMD gained 80% in x86 server revenue in a x86 server market that grew 4.8%. Intel maintained share at 80.2%. Evidently they had two different bases. I have a feeling that they incorrectly included Itanium in the Intel x86 revenue share as the basis for that statement was Intel's CC and not the IDC report. Taking that Itanium server revenue out, Intel lost x86 server share sequentially. It is a problem that happens a lot with IPF. With two separate portions of Intel based server revenue, it is easy to see that while Intel maintained overall server share, it could still be losing x86 server share, but have Itanium based server gains offset them. Analysts seem to forget to take Itanium based server revenue out from total Intel based server revenue when talking about x86 server revenue share. I hope its just inadvertent and not deliberate. Pete

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