What I don't get is why the revenue decline? Intel hasn't made any price changes, have they? So why would AMD have lost marketshare these past 3 months? Is it GPU's and competition from NVidia's 28nm?
Yeah BD isn't super-competitive but that didn't just suddenly become the case in the past 90days, BD's performance and pricing was already baked-into the prior 3% revenue growth forcast.
So what changed in the past 90days that blindsided the AMD insiders who do the forecasts?
I don't think the problem is in Desktops, but Laptops and Servers.
Servers: Quite obvious. Servers are known to switch to newest CPU technology quick. Due to delay on the much-anticipated Xeon E5, some customers could have been waiting for purchase while opting for competition as well. Case in point: AMD server shares increased by 1.1% in Q1 over Q4 2011, a substantial amount. Coincidentally, Q1 is when Xeon E5 was launched. Apple, an extreme example of waiting for new product purchase, shows that launch quarters show reduction in sales.
That's not true in Q2 anymore. E5 probably took a lot of share away.
Laptops: Intel is actually pricing their products very aggressively on the low end. Sandy Bridge i3/i5 and Ivy Bridge i3/i5 costs an identical $225 for list pricing, but they have volume discounts. The pricing from cheap to most pricey is Sandy Bridge i3/Ivy Bridge i3/Sandy Bridge i5/Ivy Bridge i5.
That is reflected in Intel's ASPs of being only $100, in what they call "Premium category", basically all Core chips.
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