Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.87

-0.1%

Dec 23 3:59 PM EST

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To: ptanner who wrote (65115)	12/7/2001 7:13:04 AM
From: andreas_wonisch	Read Replies (1) of 275872

Patrick, Re: I agree that AMD could have a significant increase in CPU revenues (some unit gain but also big ASP gain from the dismal 3Q01 resulting from shift T-Bird -> XP and retail mobile) to meet the possible 40% CPU revenue increase to match 1Q01 record but this doesn't seem to be fully reflected in the "10% or better" total revenues. I was wondering about that too. Either flash sales are terrible (not flat but down) or AMD is sandbagging with their overall revenue guidance. OTOH, the 40% CPU revenue increase seems extremely high to me. If we assume flat units ASPs had to climb to about $85 -- almost impossible IMO. So it looks like AMD will sell more than 8 million units with ASPs in the high $70 range. Quite an accomplishment. I didn't realize that completely yesterday so I have to take my assumption back that AMD probably lost unit market share. Andreas

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