@ET - MS
I don't think, that AMD will increase its share again in the
3-4% region. That seems nearly impossible. But another 2%
could be possible, when the latest reports are right. Lets do
a very rough guess (to only get a feeling for the numbers),
so we could see, what a 2% share-gain could do for AMD.
55Mio. Q4 -> 22% = 12,1Mio.
50Mio. Q1 -> 22% = 11,0Mio. -> 24% = 12Mio.
So optimisticly spoken it seems relativly clear, that it
could be, that AMD held units compared to Q4, which would
be incredible good. Take again a small ASP gain, so Revs.
would be up QoQ.
When we look at the latest 10K, AMD reiterated, that they
produced parts in FAB36 in Q4 and they will ship parts in
Q1 for Rev. Its my guess, that we will now see first batches
from FAB36, which also explains, why supply is really healthy
right now - lower Q1-demand also adds here ...
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