Advanced Micro Devices Inc (AMD)

[sgolds]

wbmw, I'm not so sure about that -

Not only that, but I would wager that while Opteron climbed 1.5% in server market share last year, Athlon MP declined by rougly the same amount. Right now, AMD is transitioning their product line. I don't see them actually growing much in market share until later in the year.

First of all, those server sales mostly represent companies evaluating the technology. Probably not many were moved into the main network to replace older machines, that happens about a quarter (or more) after purchase.

(Don't you think there are companies evaluating Opteron who never would have evaluated an AMD server before?)

Second, I do not recall any articles saying that AthlonMP sales declined. AFAIK, AthlonMP sales increased in 2003.