4 ms·
So, yeah, the source post is in Dutch. I'm linking to a comment; not the news article specifically which is about AMD. You can use a translation service and/or
by Fnoord 7y ago
So, yeah, the source post is in Dutch. I'm linking to a comment; not the news article specifically which is about AMD.
You can use a translation service and/or read my summary.
The source is the 10-Q form as linked here [1]. On page 27, Intel's numbers show their enterprise sales have shrinked with 33%. Yet, if you look at sources from analysis, these claim the market will grow with 12% [2] or 19% [3].
The main problem is their claim of
> DCG experienced challenges as cloud customers absorbed capacity and the enterprise and government TAM declined.
Instead of simply admitting the competition caught up with them (or surpassed them).
[1] https://s21.q4cdn.com/600692695/files/doc_financials/2019/Q2/9515e396-1357-4298-af37-4cea8e650167.pdf https://s21.q4cdn.com/600692695/files/doc_financials/2019/Q2...
[2] https://www.researchandmarkets.com/reports/4745419/enterprise-server-market-growth-trends-and https://www.researchandmarkets.com/reports/4745419/enterpris...
[3] https://www.marketwatch.com/press-release/44-billion-worldwide-enterprise-server-market-by-operating-system-cpu-type-server-class-product-vertical-and-geography---forecast-to-2023---researchandmarketscom-2019-02-04 https://www.marketwatch.com/press-release/44-billion-worldwi...