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HailMary

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HailMary

Re: chipguy post# 28597

Friday, 03/12/2004 1:03:07 AM

Friday, March 12, 2004 1:03:07 AM

Post# of 97595
AMD's CPU revenues should grow at least 5% as Intel's fall 8%

Seeing as AMD is larger than Intel by the ratio 8/5 you mean?


He wasn't talking about units. Q1 is seasonally down in revenue for both. His statement makes no assumption about how much unit market share is shifted. I actually think the unit share will be roughly the same, but AMD's ASPs are trending up, and Intel's will be trending down, resulting in a revenue share increase for AMD.

HailMary

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