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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST

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To: Tenchusatsu who wrote (238406)8/8/2007 5:51:46 PM
From: wbmw of 275872
 
Tenchu, the market data says that AMD sold 17.6M units in Q4 2006.

investorvillage.com

Re: So the worldwide market for processors is 70M units per quarter?

About that, yes. Q4 is the highest volume quarter.

I think AMD could sell 19M units in Q4 2007, if they sell with a low enough ASP. But I think it's more realistic to expect about 16-17M.

The only thing I would agree is that 23-24M seems definitely out of the question. It would imply that AMD will have gained >30% of the MPU market without the benefit of Phenom, and during the time when Intel is the most competitive they've been in the last decade.
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