Replies to post #1712 on Intel Corp (INTC)

[Nitt]

re:"I will believe no statements about market share from either Intel or AMD until I see confirmation from an independent like Gartner or Mercury Research"

I think AMD said in their quarterly miss announcement that PC demand was down. "In the absence of any significant improvement in PC demand in the just completed quarter, we accelerated our efforts to reduce processor inventory in the PC supply chain.". AMD will be out this week. If AMD says units were down, and Intel has already said units are up, then I think that is real data about the change in market share for units sold in Q3. Is it 3%... we will never know unless Intel and AMD just disclose absolute units sold. In addition AMDs $ share is much lower than what ever their unit share is... probably closer to 5% than 15%.

As far as mercury and gartner go, they probably have less reliable data then Intel... but I'm sure they will confirm Intel's gain in Q3.

Nitt

[was Adam]

spokeshave:

Re: will believe no statements about market share from either Intel or AMD until I see confirmation from an independent like Gartner or Mercury Research.

Why do you assume that these two are independent and not biased?

Adam