Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: Pravin Kamdar who wrote (156946)	4/19/2005 6:46:38 PM
From: niceguy767	Read Replies (1) of 275872

"Well, I don't really see anything bad in Intel's report. Anyone see anything bad? Well for one thing INTC's YOY revenues are up 17% vs. 31% for AMD's CPG division and down 2% sequentially vs. +1% for AMD's CPG division. (I doubt that flash no's included in INTC's revenues, if taken out would change these percentage comparisons given that flash is about 5.1% of Q1/05 revenues) Let's not forget that INTC has 1 additional week of revenues in this year's no's. Conclusion: 1. AMD is gaining revenue market share in the CPG sector. AMD's gain in unit share in percentage terms is probably twice as great as its revenue share increase, inasmuch as AMD's ASP's are about 1/2 of INTC's. 2. INTC's Q2 GM is expected to be 56% down from Q1's 59.3% as Q2 revenues are expected to decline another 2% sequentially. Looks like INTC is anticipating strengthening AMD CPG competition.

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