Replies to post #34326 on Intel Corp (INTC)

[Sarmad]

>> What Keith said (50% growth in mobile cpu's both unit and rev wise) I heard being mentioned twice on the CC.

I understand. But AMD's mobile absolute numbers had to be very small. Such that a 50% increase in AMD's mobile shipments didn't show up in the final results.

The main reason I'm skepitcal about the relevance of AMD's claim is:

1) Total PC sales in q3 were approx 10% higher than in q2.
2) Intel's PC revenue was approx 10% higher.
3) AMD's PC revenue was approx 10% higher

Which means each vendor's over-all share stayed roughly flat.

We know server share was flat. And AMD's desk-top units were up 18%.

Which means that either:

a) AMD's mobile units actual number was very small

or b) increase in mobile revenue was neutralized by decrease in desktop revenue.

But regardless of how q3 went, in q4, the negative aspects of ATI acquisition will reverse whatever positive element AMD might claim in q3. The combined gross margin will definitely drop. And the claims of a return to 55%-60% will not be credible.

edit. Since you're a regular on the SI AMD thread, could you do a favor, please ? Some people there had expressed concern that my prediction of a 1:1 ratio between INTC and AMD stock price had not occurred exactly on time. Could you please tell them that it finally did. And it was roughly on time. I had said Q3. Which should extend to the report week.

Actually, if you don't tell them, that's OK, too. I am sure the smarter ones have figured it out by now. And the rest don't really want to know, anyway.