bobs, that is data for last quarter (Q3).
me...
That's fine. The way these things have moved in the past, last year’s data would have been about as good. The important thing is that the rate of change is accelerating. These sub 1% changes in total market share per quarter are about to become a thing of the past.
Every design win, every new processor, every new product designed to go with what AMD is selling, every new 64 bit piece of software all contribute to AMD gains. For the last couple of years we have seen nothing but an increasing stream of AMD good news, as INTC has continued to flounder. Eventually the piper has to be paid and that day is happening now. You can only screw up so many times before people start to realize what is going on. The INTC reservoir of goodwill built up over decades is nearly spent.
Yeah, I know; just wait until INTC's new products hit the market. Well that day may happen, but unless INTC can show a clear superiority it's unlikely that they will ever dominate the market the way they have in the past. More likely is that even with design parity AMD would continue to take market share for quite a few more quarters. As far out as I can see the possibility of INTC gaining design parity, other than laptops, still seems unlikely. Further, there seems to be a complete lack of innovation going on at INTC which is probably the biggest indictment one can make about the company.
Personally I think the low-power aspects of processors will assume even more importance as the markets start to shift towards Alchemy/Geode products for sub laptop products and products that run exclusively on batteries.
Anyway, AMD is going to have a quarter we've not seen since the K7 days. At a minimum I'm expecting AMD to beat INTC EPS and I expect to see big gains in INTC's inventory, beyond this quarters $100m. Then next quarter AMD really takes off the gloves as the big push to gain market share begins.
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