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Re: burn2learn post# 60244

Friday, 07/29/2005 2:56:01 PM

Friday, July 29, 2005 2:56:01 PM

Post# of 98355
b2l, I especially liked this

As a result, AMD’s revenue share increased from 8.9% in Q1 to 15.7% in Q2. (wrt. x86 server MPU revenue share)

It seems that no one has Turion on the map as a factor so far. Instead, INTEL is expected to gain even more market share in mobiles. They already have 95% revenue share. Turion volumes at this point don´t seem to be much to write home about.

Mercury shows the expected loss in unit market share for AMD.






Keith

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