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

To: BUGGI-WO who wrote (188641)	3/4/2006 7:03:39 PM
From: Joe NYC	Respond to of 275872

Buggi, 55Mio. Q4 -> 22% = 12,1Mio. 50Mio. Q1 -> 22% = 11,0Mio. -> 24% = 12Mio. So optimisticly spoken it seems relativly clear, that it could be, that AMD held units compared to Q4, which would be incredible good. Take again a small ASP gain, so Revs. would be up QoQ. I am looking for AMD units to at least hold this Q, which alone should help to a market share gain this Q. Remember, Charlie / Groo has been saying that AMD production is more or less sold out in Q1. That means at least 12.5M units. BTW, your numbers are a little low. Look at this post for what I think is a are more accurate numbers: investorshub.com A slight problem is that AMD used up some inventory in Q4 to reach those shipments. There may not be similar amount of chips in the inventory this Q, which means that AMD needs a contribution from Fab 36 to at least hold the unit production. Larger percentage of DC parts makes the Fab36 production even more important. Joe