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twilyth
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Servers stilll weak but notebook and desktops looking good.
IDC report via Trefis
IDC report via Trefis
Research firm IDC, recently released its Q2 data on the microprocessor market. This market is currently dominated by Intel (NASDAQ:INTC) and AMD (NYSE:AMD) and so typically a loss for one implies a win for the other. According to the latest report, AMD seems to have improved over Q1 2011 and gained some share. Below we take a quick look at the results and implications.
Our price estimate for AMD stands at $9.90, implying a significant premium to the market price.
Share Gains Driven By Notebooks But Servers Still Weak
IDC’s report mentions that AMD’s share in total PC microprocessor market increased by 1.5% in Q2 2011 compared to previous quarter. [1] However if we dig deeper it seems that the company gained share in notebooks and desktops but continued to perform poorly in servers where its share further declined to 5.5%. [1] Although AMD is expected to launch its bulldozer CPU in later half of this year, we have reduced our market share expectations for the full year 2011 from slight gains to slight losses.
more at link . . .