Replies to post #4189 on AMD strictly moderated (AMD)

[alan81]

Question on AMD ASP...
It seems much of this analysis hinges on the guess that the AMD ASP is still less than $100. With Q1 revenues of close to $1.3B, that puts Q1 units around 13Mu. With Q1 volumes down, I think that means a projected AMD market share of greater than 25%. Is there any data floating around that the market has grown more than this, or that validates the ASP assumption?
--Alan

[mas]

LoL, so is this winning by consensus ? ;-) You often need to ask for backup for constant reassurance. I on the other hand am often the lone voice in the wilderness making against the herd statements but almost always proved right in the end ;-). Enjoy your future losses on AMD ;-).