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To: The Duke of URL© who wrote (183635)	3/3/2006 9:30:26 PM
From: Gottfried	Read Replies (3) \| Respond to of 186894

This article has most market share numbers as of 4Q05 eweek.com AMD Points to Share Gains in Q4 January 24, 2006 By John G. Spooner Advanced Micro Devices says it picked up nearly four points of market share in the x86 chip market during the fourth quarter. ADVERTISEMENT The gain, which came as AMD posted strong fourth-quarter earnings, saw it pick up share in both PC and server processors, the chip maker said. Overall, it represents one of the largest single-quarter market share increases in recent history for AMD, and landed the company just shy of its market share high point in the last five years. AMD's overall x86 processor market share jumped to 21.4 percent in the fourth quarter of 2005, up 3.7 points from 17.7 percent in the prior quarter, AMD said, citing figures from Mercury Research. Historically, Intel and AMD have traded only tenths of points per quarter, while the larger of the two, Intel, has maintained a share of 80 percent or more. Is the rivalry between AMD and Intel heating up? Click here to read more. "Basically, I think the fundamental difference between AMD today and AMD two years ago [when the company had a lower market share] is that it has competitive product offerings in every segment," said Dean McCarron, principal analyst at Mercury Research in Cave Creek, Ariz. "Because [AMD] has something to sell, they're selling it." McCarron confirmed the figures provided by AMD, but he declined to comment on his stats for Intel. Although the implication is that the chip giant, which recently admitted to bobbling sales of desktop processors during the fourth quarter of 2005, lost market share during the quarter, causing it to dip below the 80 percent mark for the period. An Intel representative, reached via e-mail, said that Intel prefers not to comment on specific analyst reports. However, "We do believe we lost some market segment share last year," he said in the e-mail. "That said, we've got an outstanding 2006 product portfolio that started with a bang in January with the new Core Duo and Pentium D processors and includes our highly anticipated new micro-architecture arriving later this year," he said. Indeed, Intel CEO Paul Otellini, speaking during the company's fourth-quarter financial report conference call, said he expects Intel's 2006 chip rollouts will allow Intel to take back share that it lost in 2005. Still, the last time AMD surged past the 20 percent mark came during 2001. It held 20 percent or higher share for three of the four quarters that year, peaking at 21.8 percent during the second quarter, Mercury Research figures show. AMD's most recent market share low came the following year, 2002, when it sunk to 11.6 percent of shipments during the third quarter, according to Mercury figures. However, "AMD's got a much more complete product line now than they did when they hit their peak in 2001," McCarron said. So "it's not due solely to desktop shipments. [AMD] gained share in every segment" during the fourth quarter of 2005. AMD, citing Mercury Research figures, said it jumped to 16.4 percent of the x86 server chip market during the fourth quarter of 2005. It held 12.7 percent of server chips in the third quarter of 2005. Meanwhile, AMD said its desktop market share improved almost four points to 24.3 percent, while its notebook processor share increased by almost three points to 15.1 percent, during the fourth quarter. Overall, AMD claimed it had a market share of 18.2 percent for 2005, up almost 2.5 points, citing the Mercury Research figures. Check out eWEEK.com's Desktops & Notebooks Center for the latest news in desktop and notebook computing. Copyright (c) 2006 Ziff Davis Media Inc. All Rights Reserved.

To: The Duke of URL© who wrote (183635)	3/3/2006 10:29:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 186894

I recall reading (in 1999 or 2000) that for the first time AMD desk-top computers outnumbered Intel desktop computers sold in retail stores in the US. That is in units, not $$.

To: The Duke of URL© who wrote (183635)	3/4/2006 4:04:39 PM
From: TimF	Respond to of 186894

10% or more of the whole market I can easily believe it could have even have been well above 10%. Chips called Xeon's had been out well before 2001. There was even a Pentium II Xeon in 1998. Followed by a Pentium II Xeon in 1999. Yes that chip might have just been a "goosed" P3, but later Xeon's where similarly "goosed" P4s. answers.com I don't think Athlon or Athlon MP was ever really the "server chip of choice", at least in terms of market share. I doubt it AMD ever had 60% or even 25% server market share. If it did every have a larger share than it does now, it went down to not far above 0% in between, so a 14% share would be a large increase. "AMD Hits Server Market Milestone Opteron now holds more than 10 percent of the market, a gain that has come at Intel's expense. Wednesday, July 27, 2005 Advanced Micro Devices' Opteron processor garnered more than 10 percent of last quarter's server processor shipments, a sharp increase compared to the first quarter and a remarkable climb from AMD's minuscule share of the server market several years ago... ...For several years, Intel had the x86 server market almost exclusively to itself... ...Ruiz had hoped Opteron would show up in 10 percent of all x86 servers by the end of 2004, but it had only reached 5.7 percent of all servers as of the first quarter of this year, according to research from Gartner. Ruiz has set a target of 12 percent market share for 2005... pcworld.com Also this article shows a distrust of AMD as a producer of server chips in late 2000. It doesn't give market share figures but it wouldn't say what it does if AMD had anywhere near 60%. techweb.com