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

To: TGPTNDR who wrote (194522)	4/19/2006 8:25:36 PM
From: UpNDown	Respond to of 275872

TGPTNDR, on Intel CC I think that was the toughest CC I've ever heard INTC face. They faced it with a considerable amount of grace, though. I was impressed. "The most important thing about acting is honesty. If you can fake that, you’ve got it made!" --Geo. Burns

To: TGPTNDR who wrote (194522)	4/20/2006 6:18:09 PM
From: niceguy767	Read Replies (8) \| Respond to of 275872

This table is for you ;-) and Andy Bryant: Q4/04 Q1/05 Q2/05 Q3/05 Q4/05 Q1/06 AMD CPU 730 750 767 969 1307 1299 INTC CPU 6966 6861 6659 7267 7329 6239 TOTAL CPU 7696 7611 7426 8236 8636 7538 AMD CPU% 9.49 9.85 10.33 11.77 15.13 17.23 INTC CPU% 90.51 90.15 89.67 88.23 84.87 82.77 TOTAL CPU% 100 100 100 100 100 100 Forget the CC's, Revshare trends show whats happening in the marketplace. Note: AMD's Revshare has increased significantly in each of the past 5 quarters from 9.49% in Q4/04 to 17.23% in the just finished Q1. Gross margins reinforce the Revshare trends with AMD's GM now at 58.5% vs. INTC's at 55%!