Advanced Micro Devices Inc (AMD)

[kpf]

keith

I would assume Hector referred to # of Servers or CPUs sold (not $-terms), and certainly including AthlonMP.

Apart from that, neither Gartner nor IDC have access to data beyond the 10 or 20 biggest server-distributors. There is a lot of Opterons sold below that line that nobody can really count except AMD.

As for the forecasts, i would expect more of the volume-growth will be eaten up by declining prices than these chaps consider in their forecast: Until now, Intel could compensate (or even overcompensate) declining prices delivering a richer mix. From next quarter going forward, I dont see the product range top-end-extensions further allowing this. As for pricing pressure, I look at the X86-part of the server segment as currently being only in the very beginning of becoming a competitive market and consequently expect accelerating pricing-dynamics going forward.

K.