Doug - Rev. number
Don't split hairs here please ... so I will not complain,
if AMD comes in THAT strong, but I have slightly the feeling
the everyone could be a little bit disappointed, if Revs
stay flat, where I think, that this would be a nice number.
So, when a few members here go for the 1,4-1,5B range, I'm
really surprised to hear, from what these numbers should come
from? Ok, a little ASP gain here and a little volume add
there, but how could we back this up with data? I said, that
I'm also expecting ASP gains, but the volume is a difficult
thing. So everyone could argue, that AMD managed to grab
some marketshare from Intel, I expect that too, and they
grabbed even some rev, which Intel lost additionally, but
all this seems a little bit too stretched up to date, when
you ask me. Just my little 2C.
BUGGI |
