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To: andreas_wonisch who wrote (151373)	12/6/2001 4:47:23 PM
From: wanna_bmw	Respond to of 186894

Andreas, Re: "Unit market share? Maybe. Revenue market share? I don't think so." You're right, I meant unit market share. After all, what else do we talk about on these threads? ;-) Intel's had been gaining on revenue market share all this year. AMD definitely bottomed out last quarter, and their new forecasts verify this. wbmw

To: andreas_wonisch who wrote (151373)	12/6/2001 5:15:18 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Andreas, re: So it looks like AMD won back successfully revenue market share in CPUs by increasing ASPs without losing units. My guess is that AMD gained some revenue share, but lost some unit share. Remember they were selling product REALLY cheap last quarter, with a relative glut of processors vs. PC sales. Looks (to me) like a high tide is lifting both boats, AMD's ASP's, and Intel's units. BWDIK, just a guess*. John

To: andreas_wonisch who wrote (151373)	12/6/2001 5:21:43 PM
From: fingolfen	Respond to of 186894

If Intel's other groups doesn't do worse than that that's what to be expected from CPG too. So it looks like AMD won back successfully revenue market share in CPUs by increasing ASPs without losing units. Keep in mind that Intel guided for lower ASPs in the last CC and they didn't change that forecast in today's PR (we have to listen to the CC later to be sure). But it's still possible that Intel increased units more than AMD, so unit market share could be down for AMD. But I agree with you that it's probably more or less unchanged. Why are you assuming zero sum on this one? With both AMD and Intel reporting higher than forecast earnings, and both AMD and Intel dealing with supply tightness on their respective flagship processors, this could be an effect of a growing market... I don't mean to imply that market shares are absolutely unchanged (as those numbers wiggle a lot from quarter to quarter), but the only way both can do better than forecast would be to have obtained better than expected results. As AMD and Intel make up essentially the entire market (VIA and TMTA don't have enough share to matter) both can't report better than expected earnings in a stagnant market as in that scenario any gains come at the expense of the other.