* Posts by More Granularity

1 post • joined 7 Aug 2018

Hmm, there's something fishy about this graph charting AMD's push into Intel's server turf

More Granularity

Lisa Su Comment

During the Q2 earnings last week, Lisa was asked if the prediction for ~5% AMD capture of the server market in Q4 was still accurate, and she confirmed it.

One way for that to be true is for the linear extrapolation of the graph to be incorrect. The growth has to be nonlinear. For example, by doubling each quarter:

2Q18: 1.3%

3Q18: 2.6%

4Q18: 5.2%

Doubling may be reasonable because the large server customers have a long qualification process, followed by large purchases. That may be what is happening.


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