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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: Pravin Kamdar who wrote (76700)	4/8/2002 4:53:22 PM
From: ptanner	Read Replies (2) of 275872

From EE Times Article on AU1100: The chip is targeted for the mobile information appliance market, which is expected to reach $26 billion and 1.3 billion units shipped by the year 2007, according to Edwards. The 1.3B units seems pretty high given the number of people in the world. This seems like a "100% annual growth compounded for five years" type projection. Maybe I am missing the potential for the mobile information appliance market since I presently don't own one. But would people have more than one? This would seem to defeat some of the purpose. The mobile info app market dollar projection is also comparable to current PC processors ( [INTC @ $6B/qtr *4 + some others) and this seems pretty optimistic IMO. At $26B / 1.3B units this is an ASP of $20 for the processors. I assumed based on both this value and the $30/AU1100(400MHz) these processors are small like other embedded processors noted by others here (10-20mm^2)? I am just questioning the future market projection - I don't yet have a specific opinion on the Alchemy purchase though I wonder how this architecture will fare in a market with competition from StrongARM and other processors. -PT

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