Did Intel Give Accurate Market Share Numbers? (INTC, AMD)

 |  Includes: AMD, INTC
by: The Stalwart

The Stalwart submits: Last week we noted that Intel's CFO Andy Bryant was quoted as saying they only lost 1% of market share to AMD in this quarter.

Well, in reading through the AMD conference call, we noticed that their management saw things differently:

Q - Michael Masdea

Yes, thanks a lot. I’ve just done the math; I’m trying to get a handle on how much market share you put in the quarter. Any estimates from your end? It looks like it’s a lot more than your competitor might have thought?

A - Hector Ruiz

Well, we have the numbers. A year ago, we had 9.6%; a quarter ago, we had 11.9%, and it looks like we had 15.3%.

If those numbers are true, then they're huge q/q gains, clearly more than Intel is letting on.