Hehe...apropo de cota de piata , domeniul favorit al multora de pe'aici , has sa vedem cum au evoluat lucrurile :2hacku wrote:Fiecare "o stie pe-a lui". Intel sustine ca vor ramane lideri la capitolul performanta, AMD sustine contrariul. Ne vom lamuri la timpul potrivit.
AMD a castigat 4% in tot anul 2006 si le-a pierdut in primele 3 luni ale lui 07.Sa nu mai pomenesc de faptul ca in privinta veniturilor , cota Intel este probabil aproape de 90%. Barcelona va trebui sa fie revolutionar doar ca sa mentina AMD pe linia de plutire.Opinia generala este ca Q2 va fi si mai brutal decat Q1."The first quarter earnings results are likely to reveal just how brutal the current market environment in the microprocessor industry really is. While Intel said earlier today that it the company was able to keep declines in average processor selling prices to a minimum, AMD warned the financial community last week that the firm saw “lower overall average selling prices and significantly lower unit sales, especially in the resale channel” during Q1.
Prices for AMD’s desktop processors fell by an average of about 50%, according to a recent TG Daily analysis . iSuppli told us today that these price cuts were not enough to maintain market shares for AMD. Based on preliminary findings, iSuppli vice president Dale Ford estimates that AMD’s overall market share in the microprocessor industry may have declined 4.7 percentage points from 15.7% in Q4 2006 to 11.0% in Q1 2007. The analyst believes that Intel was able to regain market shares in the same time frame: “On a preliminary basis, I would estimate that Intel increased its market share in microprocessors from 75.7% in Q4 to 79.5% in Q1,” Ford told TG Daily. He described the exchange of market shares as “a big swing” and said that the market share shift was bigger than the firm initially had estimated."
Iar ca sa inchei , il citez pe unul din cei mai reputati analisti din industrie :
"Congratulations to an excellent quarter... you've manage to reduce your competition into rubble". - Joe Osha, Merrill Lynch's semiconductor analyst at Intel's Q1'2007 earnings report.