Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Petz who wrote (103211)	10/20/2003 3:19:20 PM
From: Charles R	Read Replies (2) of 275872

<You think AMD ASPs were up >10%? Well I can verify a big jump in the last week (~5% on Bartons)> The odds are, the ASPs are up by 15-20% and units by 5-10%. I say it based on the following. - Press release and conference call talk about "significant" ASP increases (as opposed to "slight") - Some benefit in ASPs from K8 (even at the tens of Ku level of shipments, it helps) - Some benefit from "record" laptop CPU shipments (even though the laptop ASPs get much less premium to what Intel gets, any laptop shipment growth helps) - Very small amount of Duron shipments (helps pull-up the ASPs quite a bit since these seem to have been shipping Durons in the $25-40 range) - Refusing to even comment on if units or ASPs was the dominant driver for revenues growth All this is consistent with quite a big ASP jump and Intel's statement about the segment where market share gains occurred. If you add to this what was not stated in the conference call: AMD in no form has either denied Intel's market share comments or made any claims of market share (and they would have if there was something positive to be said there)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next