Replies to post #57100 on Intel Corp (INTC)

[savantu]

In the PC server processor segment, Intel earned 85.4%, a loss of 0.6% and AMD earned 14.6%, a gain of 0.6%.

How the hell did Intel lose MS in servers ?

Everybody on this forum was saying how Intel will literally walk over AMD with its Clovertown/Harpertown+Seaburg combination.

[wbmw]

Re: By form factor, market share changes were very modest. In the mobile processor segment, Intel earned 81.9% share, a gain of 1.1% and AMD earned 17.8%, a loss of 1.1%. In the PC server processor segment, Intel earned 85.4%, a loss of 0.6% and AMD earned 14.6%, a gain of 0.6%. In the desktop PC processor segment, Intel earned 72.1% share and AMD earned 27.7%; share changes were negligible.

Thanks, this is helpful. Let me attempt to summarize this, so that I can bookmark:

 
 2006 TAM - 249M units 
 2007 TAM - 280M units 
   
 Intel 
           Q307     Q407 
 TAM     - 76.3% -> 76.7% (214.8M) 
 Server  - 86.0% -> 85.4% 
 Mobile  - 80.8% -> 81.9% 
 Desktop - 72.1% -> 72.1% 
   
 AMD 
           Q307     Q407 
 TAM     - 23.5% -> 23.1% (64.9M) 
 Server  - 14.0% -> 14.6% 
 Mobile  - 18.9% -> 17.8% 
 Desktop - 27.7% -> 27.7%

Anyone else seen any data to add to this?