<< From what I can tell Intel has flooded the market to beat estimates. According to AMD, they(AMD) gained marketshare as the overall market was shrinking. Makes you wonder. Anyways, I still gotta give it to Intel for being able to keep their stock value up, can't say the same for AMD. >>
Better think again, flooding the market is not any way to meet, let alone beat, estimates. According to the info from my broker via their analyst J. Joseph (and also confirmed by Ashok Kumar at Piper Jaffrey) BOTH companies have recently upped their production, Intel by 6%, and AMD by 7.7%, due to increased demand, as most OEMs have worked off their inventory. But if you wanna really examine whether one company is flooding the market, all you have to do is look at the grey market. It is no coincidence that the grey market in AMD CPUs is several times larger than that of Intel CPUs. And if you think that is necessarily good, rethink it yet again. That grey market is what is really the most responsible for the extremely low AMD pricing. But there is an end to this in sight, both AMD and Intel have said that they are going to tighten up their pricing.
As for AMD/Intel marketshare %ages, it's definitely stabilized at ~ 25%/75% overall. Units shipped by each company offers a decent check for this.