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Re: wbmw post# 4189

Monday, 04/17/2006 6:20:17 PM

Monday, April 17, 2006 6:20:17 PM

Post# of 6903
Question on AMD ASP...
It seems much of this analysis hinges on the guess that the AMD ASP is still less than $100. With Q1 revenues of close to $1.3B, that puts Q1 units around 13Mu. With Q1 volumes down, I think that means a projected AMD market share of greater than 25%. Is there any data floating around that the market has grown more than this, or that validates the ASP assumption?
--Alan
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