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chipguy

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chipguy

Re: jhalada post# 37333

Friday, 01/19/2007 12:22:26 PM

Friday, January 19, 2007 12:22:26 PM

Post# of 151812
About 4 to 5 years ago, AMD unit sales dipped to about 4.5M units. This quarter, the unit sales will be in 16 to 18M range.

The PC market consumed 65m+ x86 MPUs in Q4 and servers
probably 4m or 5m more. Embedded control took perhaps in
the range of 5m to 10m.

The problem isn't that AMD grabbed 20+% of the x86 MPU
market in Q4. The problem is it grabbed a lot less at the high
ASP end and a lot more at the factory floor sweepings end.
You'll understand the implications of this a lot more in five
days.






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