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 221.43

0.0%

Dec 11 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gary Hoyer who wrote (156468)	4/15/2005 5:35:11 PM
From: niceguy767	Read Replies (1) of 275872

"Again, it REALLY makes the HP AMD server ad all the more significant. They know the performance is awesome and that they'll sell a ton of them if they just get the word out." With Opteron, AMD surely has a tiger by the tail as evidenced by the growth in revenues in Q1, a seasonally weak quarter. Can't say with certainty 'til INTC posts their results next weak, but unless INTC's CPG division is up 2.7% or better (INTC was guiding down 5%, then it would appear that AMD's marketshare growth phase has now begun. Revenue share probably understates any market share gains. Given AMD's lower ASP, unit share growth rate is probably twice that indicated by the comparative revenue growth rate.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next