Microprocessor sales rose for AMD in the first quarter over the fourth quarter [of 2008], while Intel's microprocessor sales fell. JoAnne Feeney, an analyst with FTN Equity Capital, said this may suggest that AMD is witnessing a similar stabilization in the market as Intel, but simply saw it earlier.
"While Intel's guidance was more optimistic, Intel was coming off a quarter in which it was substantially undershipping demand; it seems, by contrast, that AMD was operating in 1Q closer to normal," Feeney said.
The disparity in the first quarter could be due to a quicker reduction by AMD of its chip inventories. Additionally, many of Intel's customers may have been holding back orders for server chips until the launch of its new Nehalem processor.
AMD's current success is due to the strengths of their Phenom II CPU.
Unfortunately for AMD, although they are pushing a high volume of chips, they are selling them all very cheaply and not raking in the margins Intel is with their chips.
I don't think you have to worry about Intel having any major troubles any time soon...
i do not see in the story where AMD out performed Intel in Q1. I just see where it shows AMD sales rose over their dismal Q4 of 2008.
in the future, how about posting sources that do not require subscriptions to read the full story?
I always thought performance was based off of your profits and stock gains, not if you sold more but still loss money.
I haven' t seen any desktop segment marketshare news for Q1 yet, and since I couldn't view the original article, I took the OP's quote for its face value. The only facts I have at the moment are Otellini stating 'over a million' Nehalems shipped as of Intel's Q1 earnings report date (April 12th?), and BM's posting over on UAEZone how P2 is the 'top seller' at Newegg (based on # customer reviews ).