Considering the size of the market it appears that Apple sales account for most of the Intel gain in market share. Hardly earth-shaking news.

I think Workstation is a category of its own (though I could be mistaken.) I don't think Apple is included in that category.

Yeah, Apple don't really come into this - and they didn't use AMD processors anyway, they used IBM's Power PC (and long ago Motorola's Power PC/68000 series processors).

So this isn't really talking about your everyday desktop - workstations tend to have multiple processors (which nowadays have multiple cores) and top of the range graphics cards ($500-$2000).

Only the top 3D, CAD and extremely wealthy home users have these machines - it's probably more of a status thing than a financial thing for AMD.

Having your top end and very expensive processors in top end and very expensive computers makes for good PR - and helps convince the mass market to buy Athlon powered desktops.

Dual socket, quad core after all?

While on the CPU front, the Mac Pro certainly qualifies (I'd say 2 Quad-core Clovertowns is workstation-class in anyone's money), oddly they only offer one workstation-class graphics option. They offer the Mac Pro with a 7300GT (pretty lacklustre, although if you're not doing graphics intensive stuff perfectly fine, and I use one in my work rig currently, albeit that Apple only offer the GDDR2 version rather than the GDDR3-equipped version; an odd choice), a Radeon X1900XT (nice performer, but ATI/AMD's OpenGL performance has never really been up to snuff) or a QuadroFX 4500 (which IS workstation-class, but there're several higher end solutions which they DON'T appear to offer - the 4500X2, 4600, 5500, 5600 or QuadroPlex range). Also, if you're trying to sell a workstation, is posting Doom 3 benchmarks REALLY that relevant - see http://www.apple.com/macpro/graphics.html ?

...are hardly the most affordable Macs now, are they?

One wouldn't expect Mac Pros to make up the bulk of Apple's sales, with the Mac Mini and iMacs making up the bulk of the range. I would expect the Mac Pro to be at the narrow end of the sales figures, since buying one involves forking out a rather large sum of money - money that will quite easily buy three or more PCs that are far more suitable for the average computer user (and are, incidentally, about as expandable as a Mac Pro). Therefore, less people are likely to buy a Mac Pro.

AMD are hardly likely to be worried about the Mac Pro's sales. What's likely to be more worrying to them is this whole shift to the new AM2 socket. That's immediately lost them a lot of loyal customers, as it alienated existing users with no furture upgrade path and gave Intel a huge advantage. AMD always made its case on being enthusiast-friendly, and they scored a *huge* own-goal when they switched everything to AM2. AMD's customers are typically not very affluent, and usually chose AMD because they were the cheapest - so angering these people by forcing them to change platforms was not a wise move. They won't switch back in a hurry, even if Barcelona is the best thing since sliced bread - since they've just emptied their wallets buying Intel kit. By the time they next upgrade, Nehalem will be in every computer shop.

This is just the beginning. Unfortunately, even if Barcelona really kicks ass, I don't think it will do much for AMD. Intel has woken up to the importance of power management with the Core 2 series - and it's now being taken seriously by corporates again. AMD is effectively starting from square one again, against a bigger rival with much more resources to pour into chipset development (one of the key reasons I have always bought into the Intel platform - CPU is always second in importance for me; reliability comes first). Yorkfield will also do what AMD's been promising, and it will launch in time to really pour a lot of rain on AMD's parade ... and the forthcoming Nehalem will dispense with FSB altogether and move the data-starved Intel platform onto new levels of performance.

AMD had better pull its socks up. Barcelona will, at best, keep them in the game for now. They need to produce something positively spectacular to compete against Nehalem. That's what's really going to kill them.

Oliver.

AMD has always been behind Intel on process transitions. Every time Intel has made an aggressive shift to a new process node AMD has trailed by half a year or more. And everytime AMD has been under extreme pressure just about the time it manages to make the transition.

Intel's current aggressive push with Core1 and then Core2 at 65nm has put AMD in the place it's been repeatedly before. Folks might remember the K6 and the K7 -- in both cases AMD was having so much trouble with process that it had to turn to IBM for fab to get through.

Barcelona doesn't look to be in that kind of trouble ... yet anyway.