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

To: Gary Hoyer who wrote (156468)	4/15/2005 5:35:11 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"Again, it REALLY makes the HP AMD server ad all the more significant. They know the performance is awesome and that they'll sell a ton of them if they just get the word out." With Opteron, AMD surely has a tiger by the tail as evidenced by the growth in revenues in Q1, a seasonally weak quarter. Can't say with certainty 'til INTC posts their results next weak, but unless INTC's CPG division is up 2.7% or better (INTC was guiding down 5%, then it would appear that AMD's marketshare growth phase has now begun. Revenue share probably understates any market share gains. Given AMD's lower ASP, unit share growth rate is probably twice that indicated by the comparative revenue growth rate.