AMD's latest set of results showed continued progress in revenue, earnings and market share growth no doubt at the expense of Intel. And AMD now has over 15% of the PC market. That puts them in a strong position.
Intel announces results next week, but looks destined to show that AMD is having an ever more negative impact on their performance. No wonder Intel is racing to get their new 64bit chips into the market and is diversifying into multimedia chips and mobile.
Intel still supplies the processors in four out of every five PCs made globally but AMD’s market share has increased significantly of late – rising from 11.9 per cent to 15.3 per cent from the third to fourth quarters of 2005.
AMD have a one off chance to become a real number 2 to Intel at least in the PC market. They need to maintain their gains and at one point they have to win Dell as a customer. Plus they need to remain the innovator in the PC market.
AMD sure have their work cut out for them, but this is their chance!
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