貼一個新消息。也為未來的市場趨勢下註腳。轉移一下氣氛。NV也是台灣出去的人開的公司。A＋N＋A都好。啊-嗯-啊都好。呵呵。不要 I 哎就好。I 賺我們很多了。以前一個月賺的只能買僅僅一顆處理器。下面此小小新聞意味未來這一年很可能會有晶片降價會發生。尤其換機潮可能會發生。大量P３會退役。包含我這台。
這不是翻譯。是旁白。下面的文章好像不是華爾街的股�**薇央C有相當真實性。但仍有爭議。
５月４日消息。兩個極為不同的消息。
http://www.theinquirer.net/?article=15690
FIGURES FROM market research companies agree that AMD has started to bite into Intel's desktop market share, but to what extent depends on which set of analysts you choose to believe.
According to Mercury Research, AMD made a tiny gain on Intel's market share over the last six months, but the chip giant is still by far the biggest player in the x86 market. But another research company, Current Analysis, has a sharply different view of desktop processor market. The IDG News Service reported that desktop PCs with AMD chips outsold processors from Intel in one week during April.
根據 Mercury研究,過去６個月以來超微僅自英特爾手上取得極微小的市場占率擴張,但是IDG新聞報報導,裝著超微處理器的桌上型電腦在４月的一周中已經超過英特爾。
Mercury Research said Intel has 83.6 per cent of the market, while AMD has a 14.9 per cent share, up slightly on the same time last year. What is left of the market is carved up between Via Technologies and Transmeta.
Mercury 研究,說英特爾市占率有８３.６%。超微是１４.９%。剩下是威盛和全美達的市占率。(包含全美達,這數字意味筆電是包含在內的)。筆電市場英特爾是橫掃的。約占一半。換言之在桌上電腦超微有３成左右。而筆電處理器是除了伺服處理器之外利潤最大的處理器產品。
Both AMD and Intel recently reported good sales figures.
A Mercury spokesman said that there was a small increase in market share for AMD - that was because of a slight upward trend in white-box PCs, desktops, servers and laptops from system integrators.
AMD did better in the server market, but Intel continues to dominate in this area with most of the world's servers running on its chips. µ
超微在伺服器市場上幹得好。但英特爾仍掌控一切。
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"What 52% Really Is" 到底５２%是啥
http://www.overclockers.com/tips00576/
Ed Stroligo - 5/4/04
Some people have written me mentioning a report saying that AMD outsold Intel for a week.
有人寫信給我說是一個報告指出超微已經在銷售上超過英特爾達一周。
Here's the actual article with all the details, BTW.
What it actually says is that AMD desktop computers outsold Intel desktop computers in the U.S. retail market for a week.
他實際是說超微桌上型電腦處理器銷售在美國零售市場超過英特爾整整一周。此文的retail market應該不是指組裝市場。因為股市的用語中,零售指的是指終端銷售。
That means sales in computer stores and places like Best Buy. It doesn't include mail-order or online sales or corporate purchases, and obviously doesn't include the rest of the world.
這意味電腦是銷售在佳購這類電腦電和實體賣場。不包含郵購市場和線上網路銷售。(註:所以這可能不包含戴爾的銷售數量)
What the report doesn't say is that U.S. retail sales has always been a strong point for AMD. Having a marketshare of 40-ish% in this particular market is pretty normal for them, so 52%, while good, is hardly earth-shattering news.
此報導不是說在美國零售市場中,超微總是如此強勁。有個４成多在此特定市場對他們而言是不錯,所以５２%也是好到可以在滿地球上可以拼命大喊的新聞了。
The article linked above goes on to point out that the overall worldwide marketshare (that means everything) of AMD vs. Intel for the first quarter: 第一季全球銷售量含筆電與郵購線上銷售等所有銷售。
AMD: 14.9%
Intel: 83.6%
14.9% is historically on the low side for AMD under normal circumstances. They did worse when they had to curtail production a while back due to excessive inventory, but during the TBird era, marketshare was up around 22-23%.
在雷鳥時代曾到達２２－２３%。(註那時候英特爾處於0.18製程缺貨時期與全球千禧換機潮之中,而且當時筆電占有率不算高。)
Then again, folks like Hector Ruiz have been saying that getting a decent price now takes priority over sheer marketshare at AMD, so one would expect a somewhat lower marketshare figure than during the Jerry Sanders era.
Sorry if I burst any of your bubbles, folks, but that's all it is, a bubble.
Ed
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５月３日消息
http://www.infoworld.com/article/04...amdintel_1.html