Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

3:59 PM EST

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To: eracer who wrote (195112)	4/26/2006 2:21:15 AM
From: BUGGI-WO	Read Replies (1) of 275872

[Edited] @Eracer/Joe " AMD's revenues will probably feel a bigger effect a few quarters after the Woodcrest and Conroe launches, and not in a positive way. " Thats the same thought which we hear every day from analysts. I don't get it, why noone seems to care the given circ. or is minimum telling a few of could-be-scenarios ... When I read your lines in the last weeks I assume that you estimate falling ASPs after NGA is launched. Is that correct? Whats your volume estimate for Q3 QoQ and Q4 QoQ? I don't know, why I should repeat my old posts to this ASP topic - the mean function whether we will see steady, higher or lower ASPs will be MIX. If Dual Core ramps fast at AMD, the price could go down MASSIVLY!!! without decreasing overall ASPs - I have shown this here. Just a drop of 50% on avarage would "be no problem" ... so I'm surprised to see some math and assumptions from you. Up to date I have only seen bla bla bla ... sorry. edit: BTW: MIX, followed my posts to this topic, I'm now assuming a much higher mobile share on our whole CPU numbers. In the last time, all was focussed on NGA and DC - I have the feeling that with the Turion-X2s and more SKUs AMD will gain share from a low base and the percentage of mobile products shipping will increase. Not to 50% levels which Intel claims, but 25% is not that out of region when you ask me late this year. So everyone should think about this - more mobile units, increasing Opteron Sales, higher DC Desktops ramps and lower Sempron % units ... BUGGI

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