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

To: pgerassi who wrote (214985)	10/25/2006 8:58:20 PM
From: smooth2o	Read Replies (1) \| Respond to of 275872

Pete, re: Yes its positive, but it is also ramping. It also gets all those new customers to have good feelings about AMD. The users get smarter and then their income grows. Soon not only will they buy higher priced PCs with higher margins, they will likely stay with AMD and specify it to their bosses. Second, the use of Fusion will increase AMD's revenue per unit, its margins and increase earnings. And push x86 marketshare into the billion units a year range. What is a billion units times $50? $50 billion revenue bigger than the entire current CPU market. Much larger than the $5-6 billion in CPU revenues of AMD this year. Where does that leave Intel? Leaner, meaner and well behind. I suppose you call this a business plan? Smooth

To: pgerassi who wrote (214985)	10/25/2006 9:31:04 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: Yes its positive And were does AMD state this? What are the ASPs? but it is also ramping Looks like a pretty slow ramp based on the relatively few press releases on the AMD site. It also gets all those new customers to have good feelings about AMD. Really? I haven't seen any much for customer feedback. Did AMD commission a third party to conduct customer surveys and publish the results? Are people clamoring for slow Cyrix-based chips? Second, the use of Fusion will increase AMD's revenue per unit, its margins and increase earnings. And push x86 marketshare into the billion units a year range. If Intel and NVIDIA each make their own version of Fusion I bet the worldwide x86 market grow to three billion x86 units a year! Plus all of those satisfied PIC users who refuse to upgrade!