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

To: TechieGuy-alt who wrote (191616)	4/1/2006 7:58:14 PM
From: TechieGuy-alt	Respond to of 275872

Ok to answer my own Q about RACK: From their 10-K for 2005 Revenue. Revenue increased $105.3 million, or 96%, to $215.0 million for the year ended December 31, 2005 compared to $109.7 million for the year ended December 31, 2004. Revenue growth was a result of an increase in units sold, from 28,100 units in 2004 to 56,100 units in 2005. The increase in units sold was primarily due to an increase in our customer base, including a significant new customer that represented 24% of our total revenue for 2005. Approximately 65.2% of our revenues in 2005 were attributable to sales to customers that had also purchased our products in 2004. The average selling price of units sold in 2005 decreased approximately 3% from $3,900 in 2004 to $3,800 in 2005. Service revenues were 1% of total revenues for the year ended December 31, 2005 and less than 1% of total revenues for the year ended December 31, 2004. From their 4Q earnings release: Total revenue for the fourth quarter of 2005 was $83.1 million, up 44.8% from $57.4 million in the third quarter of 2005, and up 261.8% from $23.0 million in the fourth quarter of 2004 Assuming (for this ballpark calc) that ASP's for ther servers remained constant, they sold ($83.1MM/3800 =) 21.86K servers. Assumings 2CPU/server (heck they only sell servers and probably mid and upper mid end only!), and 90% of their servers being AMD- they used (21.9 * .9 * 2 =) 39.4K Opteron CPU's. We know that SUNW pushed about SunFire 20K servers in Q4. Again assuming 2CPU/server for SUNW = 40K Opterons. That's 80K Opterons there. Ok, now how do we calc the total Opteron's sold by AMD from this data? Other folks have other #'s to plug in here? TIA TG