Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: Petz who wrote (201366)	6/9/2006 11:52:16 AM
From: Joe NYC	Read Replies (1) of 275872

Petz, Intel CPU revenue in Q1 was $6,239M for 82.8% revenue share. AMD's CPU revenue in Q1 was $1,299M for 17.2% revenue share. Unit share 21%. That indicates that ASP is only 22% higher at Intel. I think there is a significant probability that AMD's revenue share exceeds its unit share in Q2, both at about 21%. If I had to take a guess, I'd predict AMD rev share at 20%, unit share at 22%, a total colossal failure of Otellini's pricing strategy. With that in mind, I bought a lottery ticket: NQRC (INTC July 15 put). Joe

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