Intel, AMD market shares remain stable

Grok Headline matches for Intel, AMD market shares remain stable

UPDATE 3-Intel cuts rev outlook, hurting
its shares, market

UPDATE 3-Intel cuts rev outlook, hurting
its shares, market 09/02/2004 05:24 PM
Reuters Sep 2 2004 9:25PM GMT

Research And Markets - Broadband Rollout
In The Residential Market Will Remain
The Main Driver Of The Western European
WLAN Market

Research And Markets - Broadband Rollout
In The Residential Market Will Remain
The Main Driver Of The Western European
WLAN Market 12/19/2004 03:09 PM
Research and Markets (researchandmarkets.com/reports/c10903) has announced the addition of Western European WLAN Forecast, 2004-2008 to their offering. [PRWEB Dec 16, 2004]

Hong Kong's Hutchison Whampoa says UK
and Italy 3G ARPU remain stable

Hong Kong's Hutchison Whampoa says UK
and Italy 3G ARPU remain stable 05/20/2004 07:17 AM
FXstreet.com May 20 2004 10:45AM GMT

Spine Surgery Technologies and Products
Improving Less Invasiveness and Quality
of Outcomes, Yet Many Market
Opportunities Remain, According to New
MedMarket Diligence Report

Spine Surgery Technologies and Products
Improving Less Invasiveness and Quality
of Outcomes, Yet Many Market
Opportunities Remain, According to New
MedMarket Diligence Report 06/18/2004 03:30 AM
A diverse array of diseases and disorders of the spine have been the target of spine surgery procedures and technologies that have achieved significant clinical success as well as success in medtech markets. The clinical practices and technology development continue to evolve and develop to improve outcomes cost. Spine conditions include congenital disorders, inflammatory and infectious diseases, degenerative diseases, traumatic conditions and mechanical disorders. The MedMarket Diligence report details the current and future market worldwide for spine surgery technologies, providing a wealth of information on disease incidence, clinical practices and technology and market development. [PRWEB Jun 18, 2004]

Other News: Market Shares

Other News: Market Shares 08/31/2004 06:11 AM
Dell is eating Apple's lunch in the education market, but Apple's trying to grab some of it back.

Smartphone Market shares

Smartphone Market shares 06/02/2004 12:53 AM

Just when you were thinking "I wonder what the market share of Smartphones is....." - here it is.

And with Russel beattie's analysis - to boot!

Smartphone Market Recap.

Palm Info Center has the results of the Canalys worldwide smartphone results for Q1. This has been big news this morning on just about every mobile news site there is. What I find most interesting is that this is the first time I've seen that Canalys has combined the mobile device numbers. I remember when I reported on the same sort of chart from last year and it was obvious that smart phones were outselling PDAs by large margin, but the numbers were on two different charts.

First, not to continue beating on poor Palm, but you can see by the numbers that Nokia is wooping PalmOne's ass. PalmOne's numbers include everything from the $79 Zires to their Treos and Nokia is still outselling them by almost double - and the cheapest Nokia smart phone costs at least $300. It's clear as day, even though the PDA market is increasing in real numbers, the percentages of mobile devices are dwindling fast (follow the link above for more on those numbers). Combine this with Sony's announcement today that they are suspending new development of Clies here in the U.S. (the other big news of the day) and you can see the writing on the wall.

Sony's news is definitely interesting as I've been betting on Sony buying PalmSource. Why? Well first, I read that Sony is interested, but secondly Sony is one of the only major device manufacturers without control over their own OS. I can't imagine that Sony likes paying Symbian for their OS on the P900s or PalmOS for their Clies. Now I wonder if this will still happen. Pulling Clies out of the market where Palms sell the best? Not a good sign. I'm sure it's another example where Sony has decided not to bet on a dwindling market - the same as the announcement not too long ago that they aren't going to be developing any more low-end digital cameras, instead ceding that market to mobile camera phones. Clies still will be developed in Japan where I guess they are still very popular, but I really wonder what Sony's long-term plan is for their device OS. PalmOS, Symbian, Linux, TRON? Something else? Not having their own means a clear risk of becoming a Dell-like commodity manufacturer. They must realize this.

Back to the chart above. I will say that I thought Nokia was selling a lot more phones. 1.6 million smart phones in 3 months isn't as nearly as high as I thought it would be. It's nothing to sneeze at, but in order for Symbian and Series 60 to become a mass market OS, those numbers need to increase exponentially. Nokia announced that they are shipping the 7610 as of today everywhere besides the U.S. (why?!?) but with a price around $699 - that's not going to help this situation.

There's two things I'm just outright ignoring in the report: regional discrepencies insales and Research In Motion. I think that as time goes by - even as quickly as the next year, we're going to see sales even out throughout the world. Basically, it'll be Symbian and then everyone else. Secondly, I have no idea what to make from Research In Motion. Their devices are still so proprietary and bulky... I just see them as a continuing niche player. That doesn't mean they'll disappear like Palm, they've got continuing revenues from any manufacturer who's device allows you to check email wirelessly, but in terms of actual devices I don't see the becoming anything but more segmented as time goes by.

Here's my thoughts on what's going to happen in the next 6 months. Ready? We're going to see Motorola go up the ranks considerably and we're going to see Samsung appear out of the "other" category. Why? Because both companies have licensed the various OSes and are going to be targeting Nokia's lead in the market with everything they've got. Windows Mobile 2003 does not suck, Moto's phones are not bad, and Samsung can crank them out. As competition increases in the smart phone market, all these numbers on the chart above are going to be continually in flux over the next year, and it should be very interesting to watch.

That said, the *next* chart I'd like to see is these numbers compared with Java-enabled multimedia capabile mobiles as well, just to see the discrepency in sales between what's happening at the "high-end" and what's happening with the mass-market. If this chart includes devices as low-powered as the Zires, then it seems ridiculous that more-than capable phones with PIM and messaging functionality like the Nokia 6800 aren't included as well.

I mean, really, that chart above is tracking 5 million of the 600+ million devices that are going to be sold this year. It's interesting, but its not anywhere near in perspective as it could be.

-Russ By weblog@russellbeattie.com. [Russell Beattie Notebook]

Google Shares Hit $100.34 in Market
Debut

Google Shares Hit $100.34 in Market
Debut 08/19/2004 05:02 PM
SiliconValley.com Aug 19 2004 9:49PM GMT

Google Shares Hit $100.34 in Market
Debut (AP)

Google Shares Hit $100.34 in Market
Debut (AP) 08/19/2004 08:42 PM
AP - In a debut vaguely reminiscent of the dot-com boom, shares of Internet search giant Google Inc. surged in their first day of public trading Thursday as investors who avoided the company's auction-based offering readily jumped into the familiar territory of the stock market.

Google Shares May Flood Market -Barron's

Google Shares May Flood Market -Barron's 08/22/2004 05:37 PM
AP via ABCNEWS.com Aug 22 2004 8:43PM GMT

Google shares surge in market debut

Google shares surge in market debut 08/19/2004 03:14 PM
AP via Seattle Post Intelligencer Aug 19 2004 6:55PM GMT

Update 29: Google Shares Hit $100.34 in
Market Debut

Update 29: Google Shares Hit $100.34 in
Market Debut 08/19/2004 08:35 PM
Forbes Aug 20 2004 0:46AM GMT

Cogent Shares Soar in Market Debut

Cogent Shares Soar in Market Debut 09/24/2004 10:06 PM
Boston Globe Sep 25 2004 1:19AM GMT

Shares plunge influenced by Chinese
stock market

Shares plunge influenced by Chinese
stock market 06/14/2004 06:46 AM
Maekyung Internet Jun 14 2004 11:14AM GMT

Internet services market stable

Internet services market stable 12/02/2003 06:34 AM
iafrica.com Dec 2 2003 5:26AM ET

Intel shares drop

Intel shares drop 09/03/2004 07:59 PM
CNEWS Sep 4 2004 0:14AM GMT

Samsung, Motorola Expected to Increase
Mobile Phone Market Shares

Samsung, Motorola Expected to Increase
Mobile Phone Market Shares 07/12/2004 12:36 AM
Yonhap News Jul 12 2004 2:56AM GMT

Before the Bell-Intel shares fall

Before the Bell-Intel shares fall 09/03/2004 06:48 AM
Reuters Sep 3 2004 11:16AM GMT

Intel Shares Up on Second-Quarter
Forecast

Intel Shares Up on Second-Quarter
Forecast 06/04/2004 05:35 PM
Forbes Jun 4 2004 10:03PM GMT

Intel Posts Profit, But Shares Fall

Intel Posts Profit, But Shares Fall 07/13/2004 11:55 PM
Boston Globe Jul 14 2004 4:15AM GMT

Intel Shares Fall on Missed Expectations

Intel Shares Fall on Missed Expectations 04/14/2004 01:10 PM
AP via ABCNEWS.com Apr 14 2004 5:43PM GMT

Intel shares fall on $600 million charge

Intel shares fall on $600 million charge 12/06/2003 08:42 AM
IHT Dec 6 2003 8:27AM ET

Intel shares fall on 600 million charge

Intel shares fall on 600 million charge 12/05/2003 07:47 PM
IHT Dec 5 2003 6:33PM ET

Intel shares fall on earnings report

Intel shares fall on earnings report 07/13/2004 04:59 PM
Chipmaker roughly met expectations for the second quarter, but its outlook has slightly dimmed.

Singapore Shares End Down; Led By Tech
On Intel Guidance

Singapore Shares End Down; Led By Tech
On Intel Guidance 09/03/2004 08:25 AM
Yahoo! Sep 3 2004 12:48PM GMT

Report: Israel Shares Blame on Iraq
Intel

Report: Israel Shares Blame on Iraq
Intel 12/04/2003 11:55 PM
Washington Post Dec 4 2003 11:17PM ET

European shares stumble as Intel
unnerves techs

European shares stumble as Intel
unnerves techs 08/31/2004 04:42 AM
Reuters Aug 31 2004 8:53AM GMT

European shares flat; chipmakers damaged
by Intel

European shares flat; chipmakers damaged
by Intel 09/03/2004 06:48 AM
FXstreet.com Sep 3 2004 11:22AM GMT

Intel Shares Drop on Weak Sales Forecast

Intel Shares Drop on Weak Sales Forecast 09/03/2004 05:49 PM
SiliconValley.com Sep 3 2004 9:04PM GMT

Sierra Wireless shares surge on Intel
pact

Sierra Wireless shares surge on Intel
pact 09/11/2004 10:09 PM
Globe and Mail Sep 12 2004 0:03AM GMT

Intel Lowers Its Forecasts; Shares
Plunge After Hours

Intel Lowers Its Forecasts; Shares
Plunge After Hours 09/02/2004 09:21 PM
Shares of Intel fell sharply as the nation's largest semiconductor maker lowered its revenue and profit margin forecast.

Intel Drags Tech Shares, McDonald's
Gains

Intel Drags Tech Shares, McDonald's
Gains 07/14/2004 03:21 PM
AP via ABCNEWS.com Jul 14 2004 6:57PM GMT

Intel Shares Fall on Weak Sales Forecast

Intel Shares Fall on Weak Sales Forecast 09/03/2004 10:02 AM
Miami Herald Sep 3 2004 2:23PM GMT

Sirit's Intel partnership sends its
shares soaring

Sirit's Intel partnership sends its
shares soaring 06/29/2004 05:58 AM
Financial Post Jun 29 2004 10:15AM GMT

Intel cuts revenue outlook, shares fall

Intel cuts revenue outlook, shares fall 09/02/2004 09:41 PM
The New Zealand Herald Sep 3 2004 2:19AM GMT

Sierra Wireless teams up with Intel,
shares soar

Sierra Wireless teams up with Intel,
shares soar 09/08/2004 06:30 PM
Reuters Sep 8 2004 10:21PM GMT

Intel posts profit, but margin fears hit
shares

Intel posts profit, but margin fears hit
shares 07/14/2004 04:44 AM
Irish Times Jul 14 2004 9:06AM GMT

Gartner: Database Market Stable, With
High Linux Hot Spot (TechWeb)

Gartner: Database Market Stable, With
High Linux Hot Spot (TechWeb) 05/27/2004 03:07 AM
TechWeb - Gartner Dataquest numbers show a nearly flat market for relational databases and huge gains in Linux RDBMS markets.

Intel lays groundwork for a more stable
Net

Intel lays groundwork for a more stable
Net 09/21/2004 04:26 PM
Bangkok Post Sep 21 2004 7:50PM GMT

S&P 500 Index Pares its Decline as
Shares of EBay and Intel Advance

S&P 500 Index Pares its Decline as
Shares of EBay and Intel Advance 12/29/2004 12:06 PM
Bloomberg Dec 29 2004 3:24PM GMT
Grok Description matches for Intel, AMD market shares remain stable
GrokA matches for Intel, AMD market shares remain stable

Intel, AMD market shares remain stable

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