Advanced Micro Devices Inc (AMD)

[rupert]

conductor/yuri: Your post repeated my main comments. However I think you underestimate the wriggle room the words left. The responses introduced the idea of "seasonality", then "traditional seasonality", and then the idea that seasonality should not apply to AMD going forward. This last comment seemed to imply that because of expected penetration in enterprise and all-round growth in market share, cpus would be above traditional seasonality - that is above the 10-12% which you seem to think was the guidance.

We now have Intel and Philips guiding below traditional seasonality. I hope AMD will not amend its definition to mean sector norm.


"Question – John Lau: Okay. Thank you. I wanted to take another try at the PC question. I was wondering what do you believe is a typical PC seasonality for Q4 in your expectations? And while you may be growing faster than the seasonal, is the overall market fairly robust and seasonal at this point? And I have a follow-up. Thank you.



Answer – Henri Richard: We believe the traditional seasonality is between 10% and 12%.



Answer – Hector de J. Ruiz: I would like to add to that is that going forward, it may not be as meaningful for us sometimes to talk about seasonality as it applies to us. We've now departed significantly in terms of architecture products, features, et cetera. For example, we had a very healthy back-to-school activity for us. We felt good, very positive about it. I'm not so sure that that was exactly in line with general trends. And being this small, in terms of dollar share, being at 10% or less of the dollar share, frankly, what we see may be more applicable to what we see for AMD rather than for the industry. And so, therefore, given the momentum we're building on penetration in the enterprise, which we still believe will let us gain share and go out of the year at a healthy number that we communicated before, and the acceptance of the AMD64 technology in the client space has positioned us to have a very optimistic outlook this quarter.