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

To: eracer who wrote (238478)	8/9/2007 11:29:09 AM
From: pirasa2	Read Replies (1) \| Respond to of 275872

<<<<<<<<Re: Intel gets far higher than $70/0.6 = $116.67 for its mobile chips. There hasn't been a price war in the notebook segment, YET!... <<<<<<<Notice that SC Yonah to DC Merom goes from $209 to $637. Simple really, a minimum price of 209 implies a minimum laptop ASP of $209. Assume this is the case. Well, Intel's laptop CPU revenue was 2.4B in Q2, these two numbers imply it sold roughly 12 million mobile CPUs. Uh oh, the overall laptop market was 23-24 million units in Q2, did AMD really sell 11-12 million mobile CPUs in Q2? It wishes it did. Mercury's $118 sounds about right. I suggest you lay off the official price lists, this is getting ridiculous. <<<<Re: Intel gets far higher than $70/0.6 = $116.67 for its mobile chips. There hasn't been a price war in the notebook segment, YET!... <<<<<<<Notice that SC Yonah to DC Merom goes from $209 to $637.