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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: rupert2 who wrote (123720)6/15/2004 1:52:07 AM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
rupert,

Some interesting numbers in that article. It mentions 65,000 Opterons shipped in all of 2003, 70,000 in Q1 alone. The sum is in the same ballpark as Dirk's 150K at the end of Q1.

It is possible that AMD will break 100K units in Q2 for Opteron, which at $300 ASP would mean 30M. If Athlon 64 reaches 900K for the total of 1M, K8 revenue would be $210M, or more than 1/3 of CPU revenue.

Joe


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