Replies to post #46759 on Advanced Micro Devices Inc (AMD)

[pgerassi]

Dear Bobs10:

Another possible mess up will be the classification of PICs. If Xbox was allowed to boost Intel's unit market share then x86 based Geodes should do the same for AMD. 10 million PICs a year could throw a monkey wrench into the market share figures even though it would not have a material effect in the revenue market share numbers. Heck that could be the whole of the unit market share increase you talk about. 2.5 million more PICs would boost AMD from 17% to 21% all by itself. I think that AMD with a solid amount of K8 Semperons will go beyond 10 million a quarter average in 2005 plus any Geode sales. That makes for about 12.5 million in a 50 million market of 25% unit share. Doubling (or more) PICs in 2006 could boost that share to over 30%, AMD's target for end 2006 without Fab 36. With it, well we shall see, HBABG.

Pete