Replies to post #4191 on AMD strictly moderated (AMD)

[wbmw]

Re: It seems much of this analysis hinges on the guess that the AMD ASP is still less than $100.

One of the execs speaking at the earnings conference said that they were still striving to cross the $100 ASP barrier, implying fairly explicitly that they were still below it.

With regards to volumes, it's reasonable to assume they have output slightly more than 13M units (thanks mostly to a strong mix of small cache single core die). Hard to predict market share, without first knowing the quarter's total, but it's probably safe to assume they've gained another few points.

[jhalada]

Alan,

On market share in unit terms, my expectation is for only minor changes. AMD units were down 7% in Q1. Intel units would have to be down more than that, which I don't think has happened (unless the inventory situation skewed things in a way that channel inventory of Intel stuff got sold, and Intel sales were reduced by that much).

I expect Intel ASP drop, roughly the same unit market share, the result of which should be some dollar market share gain for AMD.

Joe