Replies to post #48544 on Advanced Micro Devices Inc (AMD)

[bobs10]

Good point, I just take all this market share reporting stuff with a few grains of salt. Bottom line all I care about is AMD's bottom line. Still, it gives us something to talk about.

Until fab36 comes online AMD's market share just isn't going to change that much unless overall processor demand goes into the toilet. If demand just grows the expected 5% in 05 AMD isn't going to pick up much market share even at 90nm.

Still, everything above BE is almost pure gravy in a high fixed cost business.

[Devog2000]

Re: “AMD gaining unit share and AMD unit share down YOY are not incompatible statements.”

What makes even more sense is that AMD logically produces less Athlon 64 than Athlon FX, using the same FAB capacity as last year and still being mostly on 130 nm. I always laugh when I read these articles saying that AMD will not have the required capacity to continue their growth. I don't care if they leave the $30 market to Intel and deliver Opterons and Athlon 64 only. That will definitely reduce the market share, but increase the profits. Besides, replacing K7 by K8 combined with 90 nm should increase both ASP and market share. That's what the stock market seems to think. I'm afraid flash figures will generate a cold shower though. Yet, I believe Mirrorbit will eventually follow the K8 success. Just not fast enough for some people.

[KeithDust2000]

fpg, say what? :) All the numbers are from the same IDC report. The 16% number wasn´t included in the earlier article.