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

To: niceguy767 who wrote (194619)4/20/2006 6:22:23 PM
From: BonefishRead Replies (1) | Respond to of 275872
 
ref:"Gross margins reinforce the Revshare trends with AMD's GM now at 58.5% vs. INTC's at 55%!"

Actually, that's incredible as is the market share increase. Maybe they can keep it up for the rest of the year. 25% share would be nice if AMD has the capacity.



To: niceguy767 who wrote (194619)4/20/2006 6:29:16 PM
From: Joe NYCRead Replies (2) | Respond to of 275872
 
niceguy,

Wow, nice table there. Thanks for putting it together. Notice the acceleration from the time the law suit was filed.

Joe



To: niceguy767 who wrote (194619)4/20/2006 6:33:09 PM
From: BUGGI-WORead Replies (1) | Respond to of 275872
 
@Niceguy - nice table

BOOKMARKED.
Let me add a little bit something:

Q2-06
AMD = 1300
INTC = 5800
TOTAL = 7100

AMD CPU % = 18,3%
INTC CPU % = 81,7%

Again, another 1% Rev. share loss ... So, could we crack the
20% rev.-line in 2006?

BUGGI



To: niceguy767 who wrote (194619)4/20/2006 6:39:31 PM
From: DRBESRead Replies (1) | Respond to of 275872
 
perhaps lynching Hector is not such a very good idea...not just yet



To: niceguy767 who wrote (194619)4/20/2006 6:49:31 PM
From: neolibRead Replies (2) | Respond to of 275872
 
The problem I see is this:

From Q4/04 -> Q1/05

TOTAL CPU 7696 7611

for a -1.1% change

vs what we have in Q4/05 -> Q1/06

TOTAL CPU 8636 7538

for a -12.7% change.

Plus not exactly inspiring news from either AMD or Intel on Q2.



To: niceguy767 who wrote (194619)4/20/2006 7:36:57 PM
From: cruzbayRead Replies (1) | Respond to of 275872
 
"with AMD's GM now at 58.5% vs. INTC's at 55%!"

And headed for 49%, at least for Q2!



To: niceguy767 who wrote (194619)4/20/2006 8:00:07 PM
From: ParanoidRead Replies (1) | Respond to of 275872
 
Thanks, thats an informative table.



To: niceguy767 who wrote (194619)4/20/2006 8:08:18 PM
From: romusRead Replies (1) | Respond to of 275872
 
Niceguy, Nice table, indeed.


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