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

To: pirasa2 who wrote (238516)	8/9/2007 5:19:38 PM
From: pgerassi	Respond to of 275872

Dear Pirasa2: Where do you get such low mobile prices? Link please. There are some points you have to conceed. 1) AMD is getting more design wins for its mobile offerings and a good deal of that is upscale. 2) Turion X2s for mobile Semprons is a ASP advance even now. 3) AMD doesn't make single core Turions any more for mainstream markets. There is one IIRC for embedded markets. That also rises its ASP. 4) Turion X2s sell for more than desktop Athlon 64 X2s at comparable speeds. The last point is easy to see as a Turion TL-66 gets $354 while a Athlon 64 X2 4400+ gets $94. That is 276% more. Even with a 37% discount, Turion X2s sell for $90-206. How you get this to $60's when overall ASPs for the Q2 are in the $60's is beyond me. Sounds like someone either misquoted or miscopied the ASP between desktops and mobile. And lastly, the post you quoted is a speculation that it does not take >30% unit market share to make breakeven in Q4. You yourself stated that "all Q4 numbers are speculation". Don't be a hypocrite and use a double standard, a low one when you are on the defensive and a high one for those you attack. I do not subscribe to the high unit numbers at this point in time. AMD had over 50% unit growth in mobile CPUs from Q1 to Q2. If that persists, even those wildly optomistic speculations could prove too low. The mere fact that AMD is apparently getting 50% retail market share in notebooks is just another indications that notebook unit share is still growing. Pete PS: Q2 CPU Rev was $1.098 billion straight from the results pdf. $1098/15 is $73.