Replies to post #45636 on Advanced Micro Devices Inc (AMD)

[conductor]

Here is an AMD/Intel CPU marketshare comparison.

This excludes the rest of the market.

 
       Q2                     Q3      
  
 AMD   554M  (8.79%)          673M   (10.20%) 
 INTC 5751M                  5928M 
  
 Tot  6305M                  6601M 
  
 

AMD gained about 1.4 points of marketshare from Intel in CPUs in Q3.

Yuri/conductor

[smooth2o]

YB: I wonder how much cpu share Intel lost? The cpu revenue is 5% up and cpu operating income is down from 41% to 39% of sales.
Compare: AMD cpu business is 21% up in sales and operating income is up from 11% to 13%.
Does market think that AMD is joking here or what?

Maybe I'm wrong, but since Intel has 90% of the revenue market, if you divide 21% by 10 you get 2.1%, so Intel must have increased it's revenues by 2X over AMD. So AMD must have lost share, no?

Smooth