Re: On the processor front, AMD continued to lose ground to Intel after a surge during the holidays.
It's not quite that simple. If AMD replaces the sales of 2 million K6-2's, which it sold for $60 each, and profited $25 each, with the sales of 1.5 million Athlons, which are sold for $175 each, with profits of $150 each, it almost doubles revenue, and more than quadruples profits.
Nonetheless, Intel warned on revenues, not profits, and only by a cent or two, so we won't know what's really been going on until the actual quarterly reports.
And we'll find out from AMD, not Intel, since only AMD gives information on ASPs and binsplits (and even AMD releases few details).
Dan |
