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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: AK2004 who wrote (153507)	1/2/2002 4:30:08 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

albert, Re: "I recall that it was put as overall desktop market share. My take is that mobile and servers were not counted. I do not recall prior quarter market share but one of the 3rd party sources stated that it was 20%." I look at it this way. Intel is going to do better this quarter than last quarter, but not as well as they could have done, had they extra volumes of Pentium 4 CPUs. Obviously, the manufacturing transition to the larger Pentium 4 die is going to limit unit volumes, but Intel's mid-quarter update would suggest that they have larger unit volumes than last quarter. With the large demand, I am also sure that Intel has had a chance to empty out their inventory levels, thus adding more capacity to what their fabs could already manufacture. If Intel still loses market share, that's because the total available market increased enough so that AMD could have taken a larger piece of the pie. If that happens, both companies will benefit - it's not like Intel has lost anything but a ratio. They will still increase unit volumes. As for increased volumes from AMD, there seems to be enough evidence that AMD will break their current unit record of 7.7M CPUs. I don't know how far they will break this record, but I don't know to whom they will sell all these CPUs. While Gateway wasn't AMD's largest customer, I'm sure a good percentage of AMD's previous sales had to be diverted to other areas. AMD's U.S. retail presence has fallen dramatically. Any quick stop in an electronics store will show you that, and plenty of people on this forum have verified this. The channel seems to be getting larger every quarter, but I don't know if it's large enough to fit all the CPUs that AMD couldn't sell to Gateway or U.S. retail, and still allow them to grow by an appreciable amount. Without many top tier OEMs selling business, government, or educational models, they couldn't have increased those market segments by much, either. That's why things don't seem to add up. Intel is doing well because of the popularity of the Pentium 4, and because of the buying season. Where is AMD selling theirs? The Athlon XP and Athlon MP are doing better, both in popularity, and in ASPs, but availability outside of Pricewatch is extremely limited. Pricewatch only addresses a small percentage of the overall market, which leaves a lot of potential AMD sales up to the imagination. I suppose we'll find out more at the end of quarter CC. wbmw

To: AK2004 who wrote (153507)	1/2/2002 4:41:39 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 186894

Albert, <I recall that it was put as overall desktop market share. My take is that mobile and servers were not counted.> That's not what the DigiTimes article was saying: digitimes.com According to Taiwan’s Institute for Information Industry (III), AMD will claim around 27% of the global processor market* in the fourth quarter.* By the way, I may be picking nits, but the 27% figure is not DataQuest's number, but that of Taiwan’s Institute for Information Industry. Tenchusatsu