AMD's 2Q cc. Jerry was asked about mobile's and he stated that they had zero presence in Q2 but expected to have 50% Laptop share buy end of year I believe.. I cannot quote word for word, but I heard it on the call.
M.
You have a part of the converation on your web site but not the whole conversation.
"---19:55---
<Tim> Uh, yeah, thanks. Ah, congratulations on the market share gains, Jerry.
Uh, hey, curious if you'd give us a rough break["down"|"out"] of Athlon
versus Durons on a unit basis during the quarter? Was there a significant
difference in the two?
<Jerry> Um, we're reluctant to do that for competitive reasons, and so I -
as much as I would like to give you everything you want, I can't really
give you that. I can say that they're, uh, pretty evenly split at this
point in time. Um, going forth, we expect obviously to sell more Durons
and especially when we now have the power managed, uh, the mobile Durons,
which we expect is gonna be driving up - our target there is that fifty
percent share of the US retail mobile market by year end.
<Tim> Great, and then, um, maybe, uh, if you could help us out here, maybe
some thoughts on, you know, what percentage of the processor shipments in
Q3 you would expect roughly, once again, to be mobile processors?
<Jerry> Well, uh, that's not something that I'm prepared to guess, maybe,
um, Rob Herb can help me out there. It's still - still - it's basically,
I believe that virtually all of our Palominos are still being directed
toward mobile, but we will be introducing a 1.5 GHz desktop Palomino,
that's a power - that's the new version. Um, so, um, but the - the bulk
of our unit shipments from Palomino will - will be for mobile, and as far
as Morgans go, which is the mobile Duron, I don't have a good answer.
Rob, can you help me here?
<Rob> Yeah, overall, the question was what percentage will be mobile. Less
than 10% of our total shipments from Q3 will be for mobile market.
<Jerry> Um, we're reluctant to do that for competitive reasons, and so I -
as much as I would like to give you everything you want, I can't really
give you that. I can say that they're, uh, pretty evenly split at this
point in time. Um, going forth, we expect obviously to sell more Durons
and especially when we now have the power managed, uh, the mobile Durons,
which we expect is gonna be driving up - our target there is that fifty
percent share of the US retail mobile market by year end.
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