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

To: BUGGI-WO who wrote (238352)	8/8/2007 10:46:07 AM
From: wbmw	Read Replies (1) \| Respond to of 275872

Re: I think AMD could also get some fresh press for the ATI Apple win. I think its a good win, no question, but people should ask, how many units Apple will sell. Because ATI is not in the complete lineup, we could realisticly expect 500K in the first move - thats not much, when you think about low-end stuff. The low end GPUs sell for $20 or less (they have to be this cheap if they are going into $50 cards, which include memory, thermal solutions, and ODM and retailer margins). That's assuming they get full price for them. Not sure if AMD had to bid low to get the Apple volumes.... Overall, I think ATI divisions will get a nice pop this quarter. I can't say the same for AMD's CPU divisions, though.