AI
Monday, January 26, 2004 1:05:44 AM
"it suspiciously looks like AMD,Apple and Linux are all part of IBM's long-term revenge on Intel and Microsoft. 
"
Apple now has about 1.7% market share and continues to drop.
And AMD's market share continues to drop - even in the most recent quarter:
http://www.thestreet.com/tech/kcswanson/10137923.html
"Bolton also estimated that AMD lost about 70 basis points of unit market share to Intel in the quarter and said he wonders whether the adoption of Athlon 64 has been slower than expected. "With AMD sacrificing unit shipments to preserve higher processor [average selling prices] , we believe the company leaves itself vulnerable to a price war initiated by Intel," he wrote. "We believe the low profitability of the flash memory business and unit market share losses in [microprocessor units] will remain an overhang on AMD shares."
And, most Linux runs on Intel silicon - and quite a bit of it inside boxes with the three letters "IBM" on the outside.
" Apple now has about 1.7% market share and continues to drop.
And AMD's market share continues to drop - even in the most recent quarter:
http://www.thestreet.com/tech/kcswanson/10137923.html
"Bolton also estimated that AMD lost about 70 basis points of unit market share to Intel in the quarter and said he wonders whether the adoption of Athlon 64 has been slower than expected. "With AMD sacrificing unit shipments to preserve higher processor [average selling prices] , we believe the company leaves itself vulnerable to a price war initiated by Intel," he wrote. "We believe the low profitability of the flash memory business and unit market share losses in [microprocessor units] will remain an overhang on AMD shares."
And, most Linux runs on Intel silicon - and quite a bit of it inside boxes with the three letters "IBM" on the outside.
