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

To: david c c who wrote (162295)	6/25/2005 12:23:51 PM
From: niceguy767	Respond to of 275872

"Niceguy, keep the great posts coming." Thanks. This HP Compaq nx6125 notebook is huge news as it provides AMD with an "in" to a 30M unit per annum market, where, hitherto, AMD has been excluded. I repeat, the mobile market is 50M plus units/annum. 30M plus mobiles are puchased annually by corporations, a market that AMD, prior to the HP Compaq nx6125 notebook, had zero access. By comparison, 12M to 15M server CPU's are purchased annually. Not sure what kind of bite AMD can take out of that new 30M units/annum space with its HP Compaq nx6125 notebook, but with this feature rich HP Compaq nx6125 notebook offering, I suspect that HP/AMD will pick up more than just a few crumbs. (If I had to guess, I'd be surprised if even the negative market risk that has kicked the props out of everything the past 2 days, will be able to keep the lid on AMD price much longer.) Heck, if this HP Compaq nx6125 notebook garners any kind of positive momentum, HP could be looking at 1M to 2M nx6125 notebook units per quarter before too long.

To: david c c who wrote (162295)	6/25/2005 12:40:09 PM
From: niceguy767	Respond to of 275872

"Niceguy, keep the great posts coming." Hey, I'm still unresolved about that slide 17 which projected Athlon 64 based desktop units as 50% of the desktop mix at the end of Q2. If that means that Athlon 64 desktop units in the Q2 mix are greater than 2M, then there is no way I can tumble the numbers (and make sense when compared for reasonability against Q1's 750M)and remain under $800M in CPG revenues, and that's being conservative. Consequently, I won't be surprised if this week or next, AMD revises CPG current guidance of $750M or lower to some significantly higher number. That HP Compaq nx6125 notebook announcement on its own should provide some upward price bias. Any positive revision to CPG wouldn't hurt either.