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To: heatsinker2 who wrote (43821)6/11/2001 1:35:42 PM
From: andreas_wonischRead Replies (2) | Respond to of 275872
 
Heatsinker, Re: To me, the most significant thing about the Intc conference call was when Barrett said that Intel had gained "a little bit" of market share. At first glance, this doesn't appear good for AMD. However, we must not forget that Intel has consistently maintained that they are maintaining market share when it is clear that AMD has made significant gains. So if Intel say their market share has gone up a little, that probably means the inverse: AMD market share has gone up a little.

If you apply the same logic here (Intel: "Market share about the same"; Reality: AMD gained market share), market share going up "probably a little bit" would translate to AMD held market share. Since Intel never made comments about gaining market share when in fact AMD was gaining market share, I doubt that they would lie in a public webcast. Probably they really gained a little bit market share, especially in retail. It remains to be seen of this can be offset by AMD's mobile and server gains.

Andreas



To: heatsinker2 who wrote (43821)6/11/2001 7:06:11 PM
From: combjellyRead Replies (1) | Respond to of 275872
 
AMD went from 17% to 21% from Q4, 2000 to Q1 2001. The only way they could have done that was because the number of units thaT Intel shipped actually fell. If the demand for CPUs increases at a greater rate than AMD ramps production, then AMD's market share will drop. So I wouldn't be surprised if AMD's market share will drop some when the market recovers. We will see if AMD sells more than 7.3 million units this quarter.


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