Posted on 12/12/2001 6:04:05 PM PST by peabers
AMD is eating into Intel's market share - in some territories during Q3, at least - according the figures from market watcher Gartner Dataquest.
So, some 54 per cent of the desktop PCs sold into Japanese homes during July, August and September contained AMD processors. During Q3 2000, AMD's share was 24 per cent.
And 49 per cent of home desktops sold in Western Europe during Q3 2001 were AMD-based machines, up from 25 per cent in the year-ago quarter.
In the US, AMD took 40 per cent of the "commercial sector" (by which, we assume, it means business PCs), 33 per cent of the government arena and 18 per cent of the education market, up from nine per cent the previous year. The chipmaker's processors were included in 27 per cent of all PCs sold in the US during the quarter, up from 17 per cent.
All of which has made AMD suitably chuffed, though for all its desire to drive into the corporate market - the focus of its sales strategy this year - the best statistics it can quote relate to its traditional stronghold: the consumer desktop market.
AMD's goal this year, leaked by an unwary company executive in June, is to take 30 per cent of the market, up from the 17 per cent share it took in 2000. The chip maker's share in the US suggests that it's within striking distance of that goal, though at the time of the leak, the company was adamant that its didn't have such an elevated target.
That said, the figures come ahead of October's Athlon XP launch - and, for that matter, Intel's October Pentium 4 price cuts. The Q3 figures are good, but won't be as telling as Q4's numbers, which should show whether AMD and Gartner Dataquest can come up with 'a new kind of market share'. ®
Sounds like more than a "nibble" to me.
Well I would hope so; different classes of processors.
I just built a new system using a 1.8GHz AMD Athalon XP. Of course it is NOT, repeat NOT, running XP as an OS; its running Linux and it screams!
Thats like saying your AMD K-6 beat the pants off of your neighbors 286.
Clock for clock, that is, at the same speeds, the latest AMD Athlon XP processors are faster than the P4, its not even close really. Running todays programs that is, who knows, maybe someday in the future, p4 optimized programs MIGHT run better, but they've been saying this for the last 2 generations of pentiums, and it never pans out. Same thing with the PowerPC chip by Motorola, its a real screamer. But thats not Intel compatible so no real market share.
I remember when every cent Intel would invest went into chip making facilities, or businesses that were developing apps that would require bigger, faster chips.
If Intel wants to be a consumer products company, they better be prepared for their stock to sport the PE ratio of your average consumer products company.
Their major manufacturing is now in Austin Texas, they have a plant in Dresden Germany and do some assembly (a does Intel and most other semiconductor companies) in Asia.
Up through the "386" series of processors, they were a second source to Intel and were very successful, almost as big as Intel themselves. Starting with the "486", Intel decided to do all their own manufaturing and AMD hit some hard times ... they're just now starting a comeback.
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