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AMD gained market percentage in 2001! Go AMD!

I wonder what the percentage will be once Hammer is released?????? Im betting on a significant gain! AMD will probaly reach their 30 percent share by the end of 2002.
 
AMD predicted that they would have 30% by the end of 2001. And they lost market share in the 4th quarter.


Was that before or after Intel cut prices on their P4's 20-30%? Call it the AMD effect, or whatever else you want...it's great for the consumer, not so great for margins.

 


<< Was that before or after Intel cut prices on their P4's 70-80%? >>



During all of 2001 and so far during 2002 Intel has released its new processors at about $550 and the slower processors were on pretty distinct rungs ($350, $250, $200, $150) give or take a few dollars. Each new processor fit in the $550 slot and moved the slower ones down one rung. That pricing strategy has gone on at Intel for quite a while. Where was this 70% to 80% cut?

There was one exception when the 1.7 GHz moved down 1 rung a couple weeks before the 1.8 was introduced. But when the 1.8 was introduced it fit into the empty $550 slot and nothing else moved...
 
AMD did well, and should be congratulated. However this success came when they moved from $1000 for the top processors in early 2000 to $252 for the top processor in late 2001. Now that AMD has moved back up the pricing rung ($252, $269, $339, $420 official 1000 lot top-of-the-line prices) will they be able to keep adding market share?
 
Sorry dullard. You quoted me before I had a chance to correct my numbers. Back around July/August of 2001 Intel did have one of the largest price cuts in their history. It wasn't just a coincidence, which was my point.

Now that AMD has moved back up the pricing rung ($252, $269, $339, $420 official 1000 lot top-of-the-line prices) will they be able to keep adding market share?

Sure they can. By participating in market segments they've never been in before. With their .13um shift they should have a much better product for the laptop space. Faster Athlons will help in the server end, but they still need to up the cache IMO. When Hammer comes it will scale to every market segment which should help AMD cut costs although the packaging looks to be about twice as expensive as before. It's also important to note that the Tbred is about 83% smaller than the P4 Northie.
 
If Hammer is as good as the hype they may have even more by this time next year (or maybe a little later). That is, of course, if Hammer is priced less and offers equal-to or greater performance than anything Intel will offer. An idiot-proof chipset would help, too.
 


<< Sorry dullard. You quoted me before I had a chance to correct my numbers. Back around July/August of 2001 Intel did have one of the largest price cuts in their history. It wasn't just a coincidence, which was my point. >>



Ok, I see your edit. That one time move by Intel was the exception I mentioned with the 1.7 GHz part moving before the 1.8 GHz was released (However both the 1.7 GHz and 1.8 GHz were priced around $550 at the release dates).

Intel did have a reason to make it look like it cut prices - here is AMD's recent pricing history:
Feb 2000, 850 MHz, $849
Mar 2000, 1000 MHz, $1299
Aug 2000, 1100 MHz, I don't know the price can anyone find it
Oct 2000, 1200 MHz, $612
Mar 2001, 1333 MHz, $350
June 2001, 1400 MHz, $253
Oct 2001, 1533 MHz, $252
Nov 2001, 1600 MHz, $269
Jan 2002, 1666 MHz, $339
Mar 2002, 1733 MHz, $420

I see a major AMD move between Oct 2000 and June 2001 - then Intel tricked people in July/Aug by dropping prices without a 1.8 GHz processor sitting at the top. Yes Intel had lots of reasons to make it seem like the P4 was cheaper. When in fact they went right back the next month to their normal price levels.

Looking at the data AMD did ok in 2000 with top prices in the $600-$1300 range. AMD did GREAT in 2001 with top prices in the $250-$350 range. I'm not positive if a Hammer in the $500-$750 range will move AMD to 30% market share in 2002... Maybe, but doubtful.
 
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