Replies to post #68606 on Advanced Micro Devices Inc (AMD)

[chipguy]

Turion started from nearly 0% several quarters ago, but has risen recently to roughly 10% of the market, or about double the share that AMD had prior to the launch of Turion.

Where did you get these figures? I presume it is by unit
sales rather than MPU revenue?

[jhalada]

wbmw,

Turion started from nearly 0% several quarters ago, but has risen recently to roughly 10% of the market, or about double the share that AMD had prior to the launch of Turion. I'd say that gives Intel roughly a 5% MSS winback opportunity if Turion DC is sufficiently late.

So Turion is a failure, paper launch, just a desktop chip relabeled, that will never go anywhere, never touch Centrino, and at the same time it will take Intel's latest and greatest to stop the bleeding of the market share, or at best, recapture some of the market share lost to this non entity of a chip.

You seem to be at the same time disparaging Turion as a non-entity, and building it up so that Yonah you can celebrate Yonah as some kind of dragon slayer.

My advice is, pick one line of argument and stick with it.

Now let me tell you how it really is:
The small market share that Turion took (after a very slow ramp up of the design wins, and design work around it) may be 5 to 10%, but it is not the top 5 to 10%. It is in the bottom 1/3rd of the market. All the changes that Intel does in top 1/3, 2nd 1/3 are completely irrelevant to Turion.

If Intel wants to introduce Yonah Duo to the bottom 1/3rd of the market, it may have some effect on Turion, but I doubt Intel will do that. Who would, then, pay the prices for top 2/3rds?

Joe

[gollem]

wbmw, just like you don't see many DC laptops now, I think you won't see many for quite some time. I expect DC to not be very sought after in the notebook segment. If that is the case a DC Turion is not very important.