Replies to post #19349 on Advanced Micro Devices Inc (AMD)

[wbmw]

Keith, did you happen to catch this statement in the article?

Xeon and Pentium together dominate the market, accounting for 87 percent of the servers sold in the quarter, or 1.16 million shipments

That would make the total server market of 1.33M shipments, which means that with much less than 1% of share in this market, Itanium and Opteron do not even make a dent. I guess that makes my point mostly moot, anyway, except as an interesting footnote.

On the other hand, it also implies that the non-Intel share of the market accounts for 173,000 servers per quarter. On the bright side, that involves quite a bit of growth opportunity. ;-)

[gophergolf]

wbmw, the Headline that Keith provided the link to also had this comment in the article:

"AMD is the elephant in the living room for Intel right now, and they have to deal with it," Dan Scovel, an analyst at Needham & Co. in New York, said before the IDC report. He rates Intel shares "hold" and Advanced Micro "buy" and holds neither stock. "They've had no real competition on the low-end server, and now they do."

Opteron, introduced in April, and Itanium both can process data in 64-bit chunks, rather than the standard 32-bit pieces. Opteron also competes with Intel's 32-bit Xeon and Pentium.