When you do not take your eyes off the pricing ball, good things will happen. Like a 40% unit increase QonQ in Q2 2007. I guess that was beyond your "most EXTREME optimistic" scenarios too.
Regardless of the banter here, the AMD line-up is good enough to move, in the current and near-future pricing atmospheres. The $169 6000+ is a top seller in Newegg for instance, despite being a 90 nm chip. In fact, 8 out of the top 20 top sellers in CPUs are AMD at Newegg. Their price/performance ratios are very good, especially for those users who are not keen on overclocking. AMD mobos are usually slightly cheaper than their Intel counterparts as well.
In desktop, a 2.3 - 2.8 GHz range in Brisbanes supplemented by Windsors in the 2.6-3.2 GHz range, selling at maybe slightly less than the price points for the current 2-3 GHz range should drive good volume in Q4. There is also the possibility of Brisbane hitting 3-3.2 GHz in Q4.
In laptop, there appears to be good momentum behind AMD right now. AMD has been doing a good job of filling the vacuum created by the demise of Core Duo.
<<<<<<<<<<<<@AMD Q4
I can't understand, how a person could dream about 30% or
even more in Q4 for AMD with that disappointing product-lineup
. They will have no new desktops untill the very end of Q4 or
even Q1-2008, so the current Brisbane situation, which is
very bad, will even worse and there are people who predict
huge marketshare gains! Living on a different planet I would
call that. The only thing AMD could do (try) is to lower
prices even more just to hold marketshare. The 22-24% mark
should be a HUGE hurdle in the coming quarters - with that
they could reach AT BEST around 17Mio. units overall in Q4,
when we are very generious it could be a 18Mio. number, but
this is my EXTREME optimistic scenario.
BUGGI |
