Intel Corp (INTC)

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Petz, Re: All of the comparisons you cite which contradict the 1% gain are comparing Q2'02 to Q1'02. No one suggests that AMD gained market share over that period.

Actually, I am comparing AMD's market share changes from Q2'02 to Q2'01, when AMD supposedly had 22% of the x86 market. Here are a few links.

its worldwide unit market share for x86-based processors rose from 16.2 percent in Q4 1999 to 22 percent in Q2 2001 (Mercury Research).

http://computers.cnet.com/hardware/0-1026-8-6984873-1.html

We continue to gain market share reaching an excess of 22 per cent.

http://www.theinquirer.net/?article=326

My previous links showed AMD's market share to be about 16.5% in Q2 2002, which would indicate a 5.5% loss over the past year. Again, I have included multiple sources, but you have not yet explained how Gartner could yield results that are so different from what has been reported in multiple other places. Rather, your best argument is to argue semantics of the HardOCP piece, and split hairs over the difference in CPU vs Computer sales, even though you have offered no indication of how Gartner is actually measuring the numbers.

Re: AMD continued to gain market share for most of 2001.

I disagree here, too.

In Q3 2001, AMD claimed to have held market share constant from Q2 2001.

"AMD held market share in the 22 percent range in a very weak PC market made more difficult by our principal competitor's efforts to halt our forward momentum," said AMD chairman and chief executive officer W. J. Sanders III.

http://www.osopinion.com/perl/story/14229.html

In the next quarter, Q4 2001, AMD claimed a market share of about 20%, which is a reduction from the 22% claimed in Q2 2001 and Q3 2001.

The company now claims to have a 20% market share in PC processors, and AMD said its microprocessor unit shipments exceeded 7.8 million chips in Q4.

http://www.siliconstrategies.com/story/OEG20020116S0064

These claims were made by AMD representatives. It's easy to see that Q2 2001 or Q3 2001 was the peak of AMD's market share gains, and ever since, they have lost market share to Intel. There doesn't seem to be any way for them to claim a gain over the previous year, unless they are talking about a different market share counting methodology, like what I proposed. Yet even in that case, it supports my previous point of AMD using shrewd methodologies to claim gains when it's clear from every other indication that they are losing a lot of market share to INTC.

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