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

To: Joe NYC who wrote (133377)9/21/2004 3:38:01 PM
From: rupert2Read Replies (2) | Respond to of 275872
 
Maybe DRBES could write to them? But AMD seems unwilling to share those kind of hard figures with shareholders.



To: Joe NYC who wrote (133377)9/21/2004 3:48:26 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Digitimes has issued a correction noting that the source of their information was not "AMD Taiwan", but rather, taiwanese motherboard makers.

That, combined with the incorrect translation of their own article ("Athlon 64" in chinese --> "K8" in english version), added to analyst and company claims about ~1M K8s in Q2, makes me doubt that the 600K figure (if that even purports to be a global figure) includes Opteron and Mobile.

I suspect these mobo makers are talking about the number of desktop A64 mobos they expect to sell in Q3. That might leave out any non-Taiwan contract orders from larger OEMs, should those exist in any quantity, in addition to mobile and server boards.

Doug



To: Joe NYC who wrote (133377)9/21/2004 4:06:31 PM
From: Pravin KamdarRead Replies (1) | Respond to of 275872
 
Joe,

My recollection is that the Q1 shipments were somewhere 400,000 to 600,000.

I know it isn't popular on this thread, but from what AMD has said in conference calls, AMD64 for Q1 was a little less than 200K units. Q2 was approximately double Q1. So, it looks to me like there was approximately a 200K increase form both Q1 to Q2, and from Q2 to Q3. Now that they have 90nm, they are turning the dial way up for Q4.

Pravin.


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