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#1
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AMD's marketshare did still manage to go up
Despite the onset of the major price war, and Intel sabotaging its own
sales and inventory levels, along with those of AMD's by pre-hyping the Core 2 processors, AMD still managed to get a 1% point increase in marketshare in this past quarter. That's according to Mercury Research. There are other research firms that will report later too, which will have their own data. International Business Times - AMD Market Share Increases in Midst of Competition http://www.ibtimes.com/articles/2006...arketshare.htm |
#2
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AMD's marketshare did still manage to go up
On Mon, 31 Jul 2006 18:46:47 GMT, "Pete" wrote:
True. However, Intel's new chips are more powerful, run cooler, use less power, do more work per cycle, than AMD's line. More work per clock cycle, yes. They are more powerful at the high-end too. However they don't really run cooler/use less power (same thing), and on a price/performance basis it's pretty much a wash. Currently Intel's cheapest Core 2 Duo chip, the E6300, is supposed to cost somewhat more than an AMD Athlon64 X2 4200 and less than an X2 4600. The performance of the chip? Somewhat more than an X2 4200 and less than an X2 4600. Also, I say it's "supposed to cost" that much because the chips are damned near impossible to find unless you buy a Dell. Where Intel has the upper hand is in the high-end. AMD's top chips, the X2 5000+, slots in somewhere ahead of an Intel E6400 but behind the E6600, and it's priced as such. However beyond that point AMD doesn't really have anything to compete. Intel's E6600, E6700 and X6800 all beat out the fastest AMD has to offer and their FX-62 is rather stupidly priced. However at this stage we're really reaching the outside edge. Profits might be high here, but the volumes are very slim. AMD has nothing new planned as far as I know (in the short term). As far as I can see, Intel will clobber AMD in the coming quarters. This should make INTC a good buy. Any thoughts?? Intel just announced their worst quarter in years and they don't expect any big improvements for the next quarter either. Unit shipments of Core 2 Duo chips are going to be sufficiently low this quarter that they won't have much affect. The 4P server version of the chip is still not available and AMD seems to still being doing fine in this area. Long story short, don't look for anything too grandiose from Intel before the end of the year. Now next year could be tough for AMD. By that time Intel will have their 4P server chips available, they'll have their 4-core processors (dual-dual core? they aren't really quad-core) out and, most importantly, they'll finally be shipping decent quantities of their Core 2 Duo chips for desktops and laptops. However through to the end of this year AMD has a bit of breathing room. In any case, as far as stock prices are concerned, I'm not expert there. However I certainly wouldn't bet my fortunes (slim though they may be) on INTC (or AMD for that matter!). When it comes to PC processors, this year things look good for consumers and bad for investors. ------------- Tony Hill hilla underscore 20 at yahoo dot ca |
#3
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AMD's marketshare did still manage to go up
Tony Hill wrote:
On Mon, 31 Jul 2006 18:46:47 GMT, "Pete" wrote: True. However, Intel's new chips are more powerful, run cooler, use less power, do more work per cycle, than AMD's line. More work per clock cycle, yes. They are more powerful at the high-end too. However they don't really run cooler/use less power (same thing), and on a price/performance basis it's pretty much a wash. Currently Intel's cheapest Core 2 Duo chip, the E6300, is supposed to cost somewhat more than an AMD Athlon64 X2 4200 and less than an X2 4600. The performance of the chip? Somewhat more than an X2 4200 and less than an X2 4600. Also, I say it's "supposed to cost" that much because the chips are damned near impossible to find unless you buy a Dell. Even with Dell, you might have trouble finding them. If you go configure any of their Core 2 desktops, you'll find that delivery dates are expected to be in October, but that it could slip further than that too. Same thing at HP. Where Intel has the upper hand is in the high-end. AMD's top chips, the X2 5000+, slots in somewhere ahead of an Intel E6400 but behind the E6600, and it's priced as such. However beyond that point AMD doesn't really have anything to compete. Intel's E6600, E6700 and X6800 all beat out the fastest AMD has to offer and their FX-62 is rather stupidly priced. However at this stage we're really reaching the outside edge. Profits might be high here, but the volumes are very slim. It looks like of the Conroes getting out, most of them are of the 2MB cache variety. E6400 and below. The 4MB upper end variety are not very easy to find. This is based on looking at pricewatch. Intel just announced their worst quarter in years and they don't expect any big improvements for the next quarter either. Unit shipments of Core 2 Duo chips are going to be sufficiently low this quarter that they won't have much affect. The 4P server version of the chip is still not available and AMD seems to still being doing fine in this area. The introduction of Core 2 seems to be making AMD stronger, ironically. IBM of course just announced an expanded Opteron lineup, this time with Xccelerated Memory Technology! ;-) But also it seems like Dell is getting ready to put AMD and Nvidia into upto 20% of its desktops, by Sept 2006. Then in 2007, introduction of a whole bunch of Turion & Sempron laptops. The message seems to be that OEMs are more confident than ever about AMD. Yousuf Khan |
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