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Really? wow. is AMD still in the 20s? Id guess not cause Apple still has like .9% right? =) so the max AMD could have is 19.1. Im joking I dont know how much Apple has but I know our graphics dept here uses em and that is the only place I've ever seen apples used.Quote:
Originally posted by steppy76
FYI, Intel marketshare is closer to 80% than it is to 70.
Ummm two years ago (late 2000) Intel was making over 2 billion dollars PROFIT every quarter. AMD hasn’t made that much in it’s entire history.Quote:
Originally posted by AMD_Man
that AMD is going to go out of business. Intel was in the exact same situation 2 years ago ( maybe even worse). Think back to late 2000:
Today AMD needs $900 million in sales every quarter to break even, and they are only getting $600 million. There is absolutely no comparison between Intel’s financial position two years ago and AMD’s today.
AMD’s (X86) market share climbed from about 14% in the K6 days to a high of 23%, and has now dropped back down to about 18%. Much of that gain was taken from Via (Cyrix), Intel’s share has fluctuated around 80% with a low of about 77%, and a high of 82% in that time. (They are almost at 82% today)Quote:
Originally posted by irwincur
But Intel lost quite a bit of market share back then, somehwere around 20% of the home market. Surprisingly Intel is having a hard time reclaiming that lost share back now that they have the lead. It seems that with the Athlon series of processors AMD made a permanent dent into Intle's market.
While these numbers may be significant for AMD, for Intel, ASP is a much bigger concern.
G4 sales are typically not lumped in with X86 processors when calculating market share since most of them are sold in the embedded market. Apple only accounts for a small part of PPC sales, so it makes more sense (maybe in more ways then one ;) ) to compare the G4 to AMR and MIPS embedded products.Quote:
Originally posted by jamesavery22
Really? wow. is AMD still in the 20s? Id guess not cause Apple still has like .9% right? =) so the max AMD could have is 19.1. Im joking I dont know how much Apple has but I know our graphics dept here uses em and that is the only place I've ever seen apples used.
I wasn't talking about financial situation but rather product situation. Did Intel lose much money with the delay of the P4 and its poor performance? Not really.Quote:
Originally posted by Moridin
Ummm two years ago (late 2000) Intel was making over 2 billion dollars PROFIT every quarter. AMD hasn’t made that much in it’s entire history.
Today AMD needs $900 million in sales every quarter to break even, and they are only getting $600 million. There is absolutely no comparison between Intel’s financial position two years ago and AMD’s today.
AMD isn't going anywhere. They have been in far worse financial conditions than this. Right now the majority of the tech industry is struggling with sluggish sells. Even the mighty Intel came in under projected numbers and just recently cut 4K people. These are cycles that constantly repeat themselves.
AMD was here yesterday, is still here today, and baring some major disaster, will be here tomorrow too.
Exactly, the delay and dissappointment (to our community) was nothing to Intel. Intel had 80% of the market so people were gonna buy them anyways and Intel gets tons of profit from the all the other markets they are in. AMD's only income is this market. If AMD fouls up its gonna be like putting deodorant on with a porcupineQuote:
Originally posted by AMD_Man
I wasn't talking about financial situation but rather product situation. Did Intel lose much money with the delay of the P4 and its poor performance? Not really.
I agree with you in the short term, but in the long term I’m not so sure. Chip making is increasingly consolidating into a couple of big players. This is happening for a lot of reasons, primarily related to the rapidly increasing costs of R&D, and equipment.Quote:
Originally posted by Un4given
AMD isn't going anywhere. They have been in far worse financial conditions than this. Right now the majority of the tech industry is struggling with sluggish sells. Even the mighty Intel came in under projected numbers and just recently cut 4K people. These are cycles that constantly repeat themselves.
AMD was here yesterday, is still here today, and baring some major disaster, will be here tomorrow too.
We are rapidly approaching a time when only the very largest of companies can design a high-end processor, or construct a fab to build it. This is why HP and Compaq were so anxious to throw away their own processor architectures and switch to IA-64. (or whatever Intel is calling it now :) )
AMD’s problem is that they are only a mid sized player, ranking about 10th in the value of products they manufacturer. It looks like the industry as a whole may consolidate on four or five semiconductor makers, and that would leave AMD out in the cold.
That isn’t to say AMD couldn’t go the ARM route and become strictly a chip design company, but I’m not sure their licensing would allow it. I seem to recall a provision their licensing with Intel, that AMD could not outsource more then 20% of their production.
Even here though, the rising complexity of high-end processors means you need an incredible amount of resources just to design a processor. I can easily see this rising beyond the ability of a mid sized player like AMD to compete.
Companies go out of business due to their financial situation, not the quality of their products. Many companies with excellent products have gone out of business.Quote:
Originally posted by AMD_Man
I wasn't talking about financial situation but rather product situation.
3dfx....Quote:
Originally posted by Moridin
Companies go out of business due to their financial situation, not the quality of their products. Many companies with excellent products have gone out of business.
Tired of going back and forth between Intel and AMD? Get a damn Mac then. LOL.:p
As much as I appreciate the competition AMD's given Intel over the years in the desktop and laptop markets, I think it would be good for the industry if they were to be absorbed by someone who wanted to continue in the highend desktop processor, as well as in other areas. Not that AMD isn't ambitious enough, and they've certainly proven that they're capable of designing very capable chips and functioning as a company, I don't think they'll ever get big enough on their own to truly compete with Intel.
Any thoughts on who might acquire them if/when this does happen? And do you think they'd really want to stay in the processor market against Intel?
they dont need to be acquired they just need to let people know that they are out there. no one knows who or what an amd is. when you tell them its a cheaper alternative to intel they get all skeptical because theyve never heard of them. People will buy what you tell them to buy. AMD just needs one commercial that tells them about the mhz myth and it will make people think and more people will be willing to take the risk with amd
The difference is that Intel can bring a dud to market and just write it off. Move to the next chip and never miss a beat come dividend check time. AMD on the other hand is one dud away from being a subdivision of another company. Intel ate a high end P3, then it ate a chip set and a bunch of boards, then it’s first 64bit was a dud and they just moved on to the next chip and called it progress. What if AMD has to do the same? Intel is already building infrastructure for the next die shrink. AMD is not. Intel has cash reserves. AMD is having trouble with cash flow. Intel has a promotional budget the size of some small economies. AMD has a truck and some chips to raffle off. Let’s face it, if these new chips are really good and sell for $500 to $700 dollars, then AMD is back on the way to profitability. If the chips don’t pan out, they could be done. And if they are good, but not as good as P4 and Xeon, they will sell for $200 and AMD will continue to run up debt until their other product lines return to profitability.
AMD could very well prosper if they would do one thing...get rid of Jerry Sanders. Get some one in there that is interested is promoting/growing the company, rather than trying to settle some kind of vendeta against Intel.