Advanced Micro Devices Inc (AMD)

[bobs10]

It looks like I was getting revenue mixed up with units.

This is from an august Smith Barney talk.

http://www.investorshub.com/boards/read_msg.asp?message_id=3795722

AMD remains on track for reaching 50% of total MPU revenues on AMD64 by year-end, and crossing over in terms of units in Q205.

AMD did remark that it would not be surprised to see its total AMD 64 (including Opteron) shipments reach 20 million units in
2005, which is slightly ahead of our forecast of 19.3 million.


Me...
If I recall correctly AMD will have a capacity of about 50m units when it gets to all 90 nm which isn't going to happen until sometime next year. So we're talking at least 7 to 8m AMD64s in q405, given that ramping will occur over the year, out of a max capacity of 12.5m units. That still leaves AMD without enough capacity as far as I can see.