Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BUGGI-WO who wrote (238446)	8/9/2007 8:54:12 AM
From: pgerassi	Read Replies (2) of 275872

Dear Buggi: In the mobile area, K8 is competitive. 8-10 million mobiles would go a long way towards breakeven for AMD. That would be 1 to 1.5 billion dollars in revenue alone. Add to that chipsets and GPUs for another $400-600 million. Then add $100 million for K10s and 8-10 million K8 desktops for another $400-$600 million plus $200-400 million in chipsets and GPUs. Totaling it up gets us to $2.1 to 3.2 billion enough for breakeven and even profits for Q4. With 20-25% unit market share and revenue market share. And many people thought that prior to the K7 launch that AMD's product lineup was disappointing. Ditto for the K8 launch. Yet they succeeded even against the illegal business practices of Intel. Pete

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next