Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.59

+1.1%

Dec 3 3:59 PM EST

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To: niceguy767 who wrote (207623)	8/4/2006 7:43:44 PM
From: eracer	Read Replies (2) of 275872

Re: Let me put it this way then: Do you think AMD's grossmargins will drop below 55% in Q3 and/or Q4 given the Dell deal towards INTC's sub 50%? (I don't!) Gross margins below 55% are a distinct possibility in Q3 and/or Q4. AMD's gross margin slipped from 58.5% in Q1 to 56.8% in Q2. Recent price cuts as well as a move to larger cores are going to put more pressure on margins. And not even you eracer is likely to contest a 20% Revshare for AMD by the end of the year, are you? Who cares about revenue share? AMD could reach 20% revenue share and not earn a dime. Or for that matter Intel at 70% revenue share may not earn dime either. Neither scenario is good for longs.

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