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

To: graphicsguru who wrote (238304)8/7/2007 3:19:32 PM
From: wbmwRespond to of 275872
 
Re: This would imply server units of about ~400k. That sounds
about right. Perhaps AMD reached twice that at their peak.

I think you're right. It just goes to show that AMD's current cost structure pretty much depends on having a sizable share in the server market. Most of their downfall in margin is the result of losing so much share in the last year.


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