Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 3:59 PM EST

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To: eracer who wrote (193447)	4/13/2006 12:42:08 AM
From: Sarmad Y. Hermiz	Read Replies (3) of 275872

>> Notice I talked about desktop and server superiority, I guess the proof will come next week, but I am convinced that in desktop price can overwhelm performance in a big % of sales. And that power consumption is completely irrelevant to the buy decision. my other conclusion is that the only way that AMD could have increased share in desktop (in q1) is through an artifact of book-keeping. Intel had its channel stuffed from q4, so those end-sales will not be credited to q1. Therefor Intel's share will appear smaller, even though its end-user-sales will not have declined. One data point is that US retail sales in physical stores were up 20% or 25% in q1. AMD dominates these sales to the tune 80% or 90%. yet AMD revenues showed none of this increase. So either those machines were made from q4 inventory, or Intel will show many more units than a pro-AMD person might like to see.

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