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Actually,
From the article:
Overall, the trend toward low-priced desktop processors seen in the second quarter is fairly normal. The second quarter is often the weakest quarter of the year for PC chip shipments. At the same time, low-priced desktop processors are usually in the greatest demand during the quarter. Couple those trends with growth in emerging markets, which typically purchase lower-priced chips, and companies like AMD and VIA Technologies, which offer lower prices than Intel, tend to benefit the most, McCarron said.

Basically, low-cost chips are in high demand. That applies to Intel, VIA, and AMD. This is a normal seasonal thing.

As for growing the TAM, all the manufacturers would love to see the TAM increase. Market share could stay the same, or even decrease, but revenue/profit could increase if the TAM grew sufficiently.
Posted by: Letophoro   Posted on: 08/10/04 You are currently: a Guest | Members login | Terms of Use
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And going down  bidemytime | 08/10/04
Intel more interested in growing the TAM  Prognosticator | 08/10/04
Actually,  Letophoro | 08/10/04
agree  Prognosticator | 08/10/04
AMD, strike while the iron is hot!!!  No_Ax_to_Grind | 08/10/04
Bitty, don't you usually root for the big, bloated monopoly?  Xunil_Sierutuf | 08/10/04
I don't think so  Bill4 | 08/10/04
Naw, only zealots think so...  No_Ax_to_Grind | 08/10/04
And get the deliveries out the door.  No_Ax_to_Grind | 08/10/04
Intel priced me out  Bill4 | 08/10/04
same here  toadlife | 08/10/04

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