SI
SI
discoversearch

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 217.91+0.9%Dec 5 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: neolib who wrote (194626)4/20/2006 7:57:45 PM
From: niceguy767Read Replies (1) of 275872
 
"Plus not exactly inspiring news from either AMD or Intel on Q2."

Although I agree, that the YoY revenue decline is in direct contrast to the increased units, by 10% to 15%, that we keep hearing about, within this context I see:

AMD rev's YoY up 73% from 750M to 1299M and INTC's rev's down YoY almost 10% from 6861M to 6239M. (Furthermore, as BUGGI pointed out, AMD has guided flat to down for Q2, while INTC has guided down, yet another $600M, $450M of which will be CPU's)

(When I read between the lines, I can't help but conclude that INTC pulled out any remaining ammo it had in Q1 as evidenced by GM 5 point reduction to 55% vs. AMD's 58.5% and AMD's rising ASP vs. INTC's fast declining ASP, only to find AMD now basically impenetrable to INTC's scorched earth price reductions...INTC trying to unload product that nobody wants at any price?)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News