Saturday, June 10, 2006 2:30:04 PM
That in Q3 all the $1000 AMD parts become $300 AMD parts?
Yes and no. I don't think AMD sells a whole lot of $1k
SKUs in the first place. It's AMD's triple cheeseburger
that helps sell lots of double cheeseburgers.
It will be the downward compressive effect on prices
of the high volume parts well below the $1k/$300 SKU
that will have AMD singing falsetto in Q3 and beyond.
Yes and no. I don't think AMD sells a whole lot of $1k
SKUs in the first place. It's AMD's triple cheeseburger
that helps sell lots of double cheeseburgers.
It will be the downward compressive effect on prices
of the high volume parts well below the $1k/$300 SKU
that will have AMD singing falsetto in Q3 and beyond.
Recent AMD News
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/02/2026 10:10:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/02/2026 10:00:11 PM
- AI Revolution Could Reshape the CPU Industry, Wolfe Research Says • UK Market News • 05/31/2026 02:15:00 PM
- Wolfe Research sees AI workloads expanding CPU market by 30% through 2028 • IH Market News • 05/31/2026 01:15:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/29/2026 09:34:43 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/28/2026 08:22:22 PM
- Form SD - Specialized disclosure report • Edgar (US Regulatory) • 05/28/2026 08:15:59 PM
- Semiconductor shares climb in premarket trade as investor confidence improves • IH Market News • 05/26/2026 12:55:28 PM
- Citi Forecasts Massive Expansion in Server CPU Market Through 2030 • UK Market News • 05/23/2026 02:02:13 PM
- Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership • IH Market News • 05/23/2026 02:01:14 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/22/2026 09:43:20 PM
- AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology (AMD) • IH Market News • 05/21/2026 10:44:03 AM
- AMD Announces Production Ramp of Next-Generation AMD EPYC Processor “Venice” on TSMC 2nm Process Technology • GlobeNewswire Inc. • 05/21/2026 05:35:00 AM
- AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure • GlobeNewswire Inc. • 05/21/2026 05:35:00 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/20/2026 08:53:40 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/19/2026 08:13:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 09:05:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:57:43 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:55:26 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:54:01 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:52:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:50:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:49:14 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 05/15/2026 08:39:40 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/15/2026 08:12:53 PM
