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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.39-3.2%10:56 AM EST
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To: Maverick who wrote (9992)9/23/2000 1:12:59 PM
From: david_langstonRead Replies (2) of 275872
 
Maverick,

... AMD... will likely increase its unit shipments from 28 million this year to 32 million in 2001, an estimate that is probably too conservative.

That increase had better be too conservative! It only represents a mere 14% y-o-y increase and probably less that the market's growth rate for 2001. AMD probably needs a minimum unit sales growth of 50% over this year's sales to grow from a 20% market share in Q4 of this year to a 30% share in Q4, '01.

I estimate that they will have to sell nearly 16 million units in Q4, '01 to meet their 30% goal. Even if incremental sales growth goes relatively flat after Q4 of this year for the first three quarters of 2001 so that they sell only about 9 million units per quarter, they will still have to sell at least 42 million units next year.

Dave
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