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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-4.7%Dec 31 3:59 PM EST

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To: pgerassi who wrote (214985)10/25/2006 9:31:04 PM
From: eracerRead Replies (1) of 275872
 
Re: Yes its positive

And were does AMD state this? What are the ASPs?

but it is also ramping

Looks like a pretty slow ramp based on the relatively few press releases on the AMD site.

It also gets all those new customers to have good feelings about AMD.

Really? I haven't seen any much for customer feedback. Did AMD commission a third party to conduct customer surveys and publish the results? Are people clamoring for slow Cyrix-based chips?

Second, the use of Fusion will increase AMD's revenue per unit, its margins and increase earnings. And push x86 marketshare into the billion units a year range.

If Intel and NVIDIA each make their own version of Fusion I bet the worldwide x86 market grow to three billion x86 units a year! Plus all of those satisfied PIC users who refuse to upgrade!
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