Advanced Micro Devices Inc (AMD)

[Techman]

RE:"If you look at the fact that AMD gained market share you miss the fact that Intel was severly capacity constrained during the run up in AMD market share. The Inq even reported they took some Pentium IIs out of storage and had resellers offer them. Gaining market share when your competitor is topped out and the market is growing is no big deal"

I believe this to be somewhat incorrect. AMD only took market share when they had the performance and Megahertz lead over Intel. If there was a shortage it included a shortage of high megahertz P-IIIs.
Intel was so desparate they were introducing P-III speed grades before their time. Exhibit the 1.13 Ghz P-III.

This time it's a bit different. AMD will take share in the high profit server arena so any increase in share will bring a great deal of profit vs. the general desktop chip.

AMD should have a slight PR rating lead over Intel for the rest of the year. This alone won't be enough to garner a great deal more share for AMD. The real ace in the hole is AMD64 but now I see Intel crashing the party and it becomes aquestion of when we see Yamhill type chips and a Windows XP 64 bit version.