Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan3 who wrote (237532)	7/28/2007 1:16:04 PM
From: dougSF30	Respond to of 275872

It's quite easy to gain unit share if you're willing to trash your ASPs. Unfortunately, the Pets.com model leads to bankruptcy.

To: Dan3 who wrote (237532)	7/28/2007 1:39:46 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"Who here thought they'd be gaining significant unit share AND some revenue share?" Looking at retailers I thought it was possible but reading this thread I thought it was impossible. Just goes to show you how a couple of constant bashers can skew a thread.

To: Dan3 who wrote (237532)	7/28/2007 1:46:02 PM
From: drjohn	Respond to of 275872

RE:Who here thought they'd be gaining significant unit share AND some revenue share? YOY They did not; they stuffed the freaking channel in Q4 thats why thier Q1 number was so crappy and the Q2 to Q1 comparison looks good, if they stuffed in Q4 they can repeat this any freaking time they like to manipulate the numbers at thier convenience, maybe someday they will be held accountable. It was interesting to see hector stop taking questions when they started getting a little too probing.

To: Dan3 who wrote (237532)	7/30/2007 1:48:58 PM
From: Joe NYC	Respond to of 275872

Dan, Who here thought they'd be gaining significant unit share AND some revenue share? I posted some speculation here that a shortage in Q4 2006 lead to some double ordering, which resulted in artificially high Q4 and artificially low Q1. So Q4 stole from Q1, and Q2 is now back to "normal". The swings were probably not huge, but even a swing of 1M to 2M units can skew things. The main problem is the descending ASP trajectory which reflects both lack of AMD competitiveness, and Intel's aggressive pricing. Joe