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


To: FJB who wrote (226465)2/20/2007 2:39:50 PM
From: eracerRespond to of 275872
 
Re: They had 20-25% in '05, 35-40% in '06, and are targeting 45-47% in '07. That seems like tremendous progress despite your claim.

I believe the analyst is confused. AMD didn't reach those percentages of the entire commercial market. Not even close. Those numbers appear to be the percentage of AMD revenue attributed to the commercial market. And AMD has $400+ Opteron ASPs to thank for that, not rapidly declining desktop ASPs and the relative lack of commercial AMD desktop and notebook systems available from OEMs.

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