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: BUGGI-WO who wrote (238358)	8/8/2007 11:19:16 AM
From: wbmw	Respond to of 275872

Re: I think we agree here. I expect at least 20% Rev. growth for the ATI part QoQ. On the paper this will look good, but I don't think this will be enough to show a black zero. I expect 30-50%, due to Q2 being very depressed revenues, including a lot of market share loss and low ASPs from the X1000 series of graphics chips. The HD 2000 series is selling at a lot of OEMs now, so I think that will contribute to such a large boost. However, while the volumes look great, I doubt that AMD is getting the ASPs needed to go black, so as you suggest, I think that revenues will be higher and the loss narrowed, but it will still be red overall. Re: I want to see the new (65nm or 55nm) NVDA parts, which should appear in the next time -> we will see, how much progress the ATI part could do in that environment -> I don't expect much. nVidia has been rather meek in their offerings. I think they are putting all their efforts into another big bang product. I think G92 will blow R600 out of the water, and even make the 55nm AMD parts look poor by comparison. nVidia wants sustained leadership, not tit for tat with tiny, incremental launches. You go through enough of those, and consumers start thinking that the products are equal. But if you put all the efforts towards something big that completely humiliates the competition (as nVidia did with the G80), then you are more likely to demand the higher ASPs and MSS.