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

To: pgerassi who wrote (238457)	8/9/2007 9:06:15 AM
From: pirasa2	Read Replies (1) \| Respond to of 275872

Your ASP and unit sales numbers for notebook are way off. More like $70 ASP and 4-5 million units for notebook, even in a extremely good Q4 07. Chipset and GPU are too optimistic as well.

To: pgerassi who wrote (238457)	8/9/2007 2:17:38 PM
From: pirasa2	Read Replies (1) \| Respond to of 275872

THIS IS YOUR ORIGINAL POST WHICH SPARKED ALL THIS: (I added the italic and bolds) Dear Buggi: In the mobile area, K8 is competitive. 8-10 million mobiles would go a long way towards breakeven for AMD. That would be 1 to 1.5 billion dollars in revenue alone. Add to that chipsets and GPUs for another $400-600 million. Then add $100 million for K10s and 8-10 million K8 desktops for another $400-$600 million plus $200-400 million in chipsets and GPUs. Totaling it up gets us to $2.1 to 3.2 billion enough for breakeven and even profits for Q4. With 20-25% unit market share and revenue market share. And many people thought that prior to the K7 launch that AMD's product lineup was disappointing. Ditto for the K8 launch. Yet they succeeded even against the illegal business practices of Intel. The 3 sets of numbers in bold, mobile units, mobile revenues, and mobile chipset and GPU revenues ARE ALL WAYYYYYY TOOOOOOOO OPTIMISTIC. CANNOT POSSIBLY HAPPEN IN THE NEAR FUTURE. AMD mobile ASPs are currently in the $60s and unit sales are in the few millions range. Their entire CPU revenue from 15 million chips in Q2 was less than a billion, for crying out loud.