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Re: CombJelly post# 71613

Thursday, 04/13/2006 6:43:51 PM

Thursday, April 13, 2006 6:43:51 PM

Post# of 97526
You actually think Q3 will be better when at that point Intel will have a clear performance advantage with their new generation of chips??"

That account for maybe 5% of their sales? Yes.


You sure about that? Lets say:

AMD sells 11 million CPU's / quarter.
Intel has 9.6 billion in revs in Q3, flat with last year.
ASP for NGA, is what???

So calculate: 5% of 9.6 billion is 480 million /(??? NGA ASP) = ??? million CPU's.

For every Intel CPU bought, that is 1 less for AMD, right?

For $200 ASP, that is 22% fewer AMD CPU's that will not add to the top line. For $300 ASP, that is a 15% drop. Pick a number.

What will this do to the bottom line? Stock price? Sure AMD may sell more than what I have calculated, but there will be huge negative ASP pressure. No matter how you slice it, it will NOT be better.

IMHO

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