Advanced Micro Devices Inc (AMD)

[bobs10]

Nice figures, very useful.

This is the sort of information that should warm the cockles of all AMD investor's hearts.

I've seen Best Buy weekly flyers in places like Las Vegas and Seattle that were identical to the ones found in the L.A. Times. So while I'm sure there are some regional differences in product offerings across the U.S., the figures can probably be taken as fairly representative of the U.S. as a whole. This is especially true since the chains listed are pretty much universally represented across America.

If I calculate the data correctly the AMD share of product offerings has gone from 49% in Dec 04 to 65% in September 05.

Although the figures vary a lot on a month to month basis overall they tell a tale of continuous growth, something entirely consistent with what I would have expected. Nice to see another confirmation. It will be nice when there is enough data to do y/y comparisons.

One thing that does seem a little worrisome is the lack of progress the Turions have made. This probably has a lot to do with INTCs targeting that market.