Replies to post #71800 on Advanced Micro Devices Inc (AMD)

[chipguy]

Just so we know how much revenue Rich is talking about, Integrity revenue from HP over the last four quarters all regions (from their earnings presentation):

The BCS numbers represent raw hardware. When IDC and
Gartner report server sales for all vendors they include the
basic server hardware, as well as attached storage, software,
and asociated service contracts. That roughly doubles the
value of Integrity sales and the difference is reported in other
divisions (storage, software, services etc).

HP puts the total (i.e. IDC/Gartner methodology) revenue
for Integrity sales at $1.6B in 2005.

http://h50043.www5.hp.com/hpnewsroom/article.asp?articleid=5669

"Worldwide, HP Integrity servers recorded an increase in revenue of 81% over 2004, with Integrity solution sales of US$1.6 billion in fiscal year 2005."