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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Dan3 who wrote (47920)7/17/2001 12:25:52 AM
From: kash johalRead Replies (1) of 275872
 
Dan,

You are way optimistic on MP in my book.

On Laptops they did around 250K in Q2. 500K seems reasonable.

The WW market for laptops is around 5-6M units/qtr.

If we assume 40% of thats US that gives 2-2.5M units for US market.

Of that maybe 40% is retail vs biz.

That gives around 1M units/qtr for retail.

AMD's goal is 50% of US retail or 500K units in Q4.

That means that 1M laptops in Q4 is around their goal.

So 500K in Q3 seemed reasonable to me.

regards,

Kash
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