Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 256.12

+0.5%

Oct 31 9:30 AM EST

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To: Saturn V who wrote (255530)	8/13/2008 2:23:54 AM
From: NicoV	Read Replies (2) of 275872

Amazing drop in desktop GPU's revenue! From the NVIDIA cc (http://seekingalpha.com/article/90644-nvidia-f2q09-qtr-end-7-27-08-earnings-call-transcript?page=-1): Desktop GPU units declined by 20% but more importantly, desktop ASPs declined by 25% quarter to quarter. and Desktop GPU revenue was down 40% quarter to quarter and down 25% year to year. It is unlikely that 40% of NVidia's customers suddenly started buying IGP's, so that means a BIG switch to ATI. Since AMD's Q2 ended 1 month earlier, and only just a few weeks after the release of the 4XXX series, the full impact on AMD's results will only be seen in the Q3 results. NVidia also hasn't felt a full quarter of 4XXXX impact, so their Q3 results will probably be worse than Q2. Now, this last quarter, the mid range PC market really declined and the mid range desktop PC market happens to be our low end GPU market. And that part of the marketplace really, really collapsed during the second quarter. So it was the volume market (which is ATI's focus point) which collapsed (or went to ATI).

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