Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.06

-1.1%

Jan 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: niceguy767	4/17/2006 9:11:48 AM
	of 275872

What is AMD's Revshare in Q1? Well, we won't know until Wed evening when INTC reports, but we do know that AMD's Revshare in Q4 was 15.13%, (up from 9.5% 12 months earlier) and we know that if INTC reports 6500M CPU rev's, then AMD's Q1 Revshare is 16.7% (up 1.6%) 6250M CPU rev's, then AMD's Q1 Revshare is 17.2% (up 1.9%) 6000M CPU rev's, then AMD's Q1 Revshare is 17.8% (up 2.7%) and that's on top of a vastly improved gross margin of 58.5%! Hardly the stuff for setting off a $3.50 price drop in one day if you ask me (unless of course you don't enjoy AMD treating INTC this way or you are at options risk at a price above $35.)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next