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

To: niceguy767 who wrote (201333)6/9/2006 9:28:50 AM
From: PlisskenRead Replies (1) | Respond to of 275872
 
SGI's financial statement should be allowed to speak for itself when it comes to technology choices.



To: niceguy767 who wrote (201333)6/9/2006 11:44:30 AM
From: PetzRead Replies (2) | Respond to of 275872
 
Intel CPU revenue in Q1 was $6,239M for 82.8% revenue share.
AMD's CPU revenue in Q1 was $1,299M for 17.2% revenue share. Unit share 21%.

That indicates that ASP is only 22% higher at Intel. I think there is a significant probability that AMD's revenue share exceeds its unit share in Q2, both at about 21%.

If I had to take a guess, I'd predict AMD rev share at 20%, unit share at 22%, a total colossal failure of Otellini's pricing strategy.

Petz


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