Re: To arrive at how much unit share AMD gained, you don't need to know the unit shipments. You start with last Q unit share and add the unit growth figures (which we got from the CCs). here is my summary:
Your analysis gives a range, and I was going for more of an actual figure. Either way, with your other points noted, I don't think our estimates are inconsistent.
Re: You are assuming that if Hector slowed down the production ramp, AMD would be more profitable. I disagree. Letting expensive equipment sit idle is not a recipe for profit.
Hector has all of Fab36 and most of Fab30, and yet he is still paying money to Chartered for more wafers. That's at least one expense he could cut. If he were truly capacity constrained, it wouldn't make sense to lower prices, which he also did. Based on the data and your theory, things don't add up.
Re: So maybe they will gain another point or 2, and post more half billion dollar losses.
>> Now you are getting silly.
Not really. As part of their Analyst Day, they had yet another large charge to post for the ATI acquisition. I believe it was around $430M. Add in additional losses, and you're back to a half billion in red ink.
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