SI
SI
discoversearch

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) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (57345)10/5/2001 3:09:20 PM
From: andreas_wonischRead Replies (2) | Respond to of 275872
 
Tony, Re: AMD sales fell 28.6% in Q301, from Q201.

AMD sales fell 22.26% QoQ. The calculation is 1 - $766m/$985.3m = 0.2226.

My guess is that AMD has significantly lost market share based in revenue in the last two quarters but gained or hold market share in units. If they gave their processors away for free, they'd probably increase unit market share to 25-30% but revenue market share would be 0%. So I guess the best strategy for AMD is to go for margins instead of meaningless unit market share numbers. Of course they have to maintain a certain unit market share to get enough chipset and motherboard support so that complicates things a little bit.

Andreas



To: Tony Viola who wrote (57345)10/6/2001 7:06:37 AM
From: fyodor_Respond to of 275872
 
Tony: Fyo, I'm not sure what sales parameters you guys are looking at, but according to the article from SI here, AMD sales fell 28.6% in Q301, from Q201. Does anything else matter that much in comparison? - Tony

I thought it was pretty clear from the context that the article was talking revenue, while Wanna and I were talking units. Clearly, AMD ASPs are in the dumpster, no question about that.

-fyo


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News