Replies to post #48541 on Advanced Micro Devices Inc (AMD)

[fastpathguru]

AMD gaining unit share and AMD unit share down YOY are not incompatible statements.

fpg

[bobs10]

I don't want to nit pick, but .2%. Really, just how confident can they be in those numbers?

Now if they had said that AMD has been working to capture high-end markets at the expense of total units that would make sense. With Hector AMD went from the "volume is the vaccine" mantra to an approach that emphasizes ASPs and higher $ products. This was probably the result of recognition of AMD's capacity limitations as well as an opportunity that presented itself when INTC started having high-end production problems.

Given that capacity limitations and the change in direction it's not surprising that AMD hasn't gained market share. Personally I prefer the way things are going. Higher margins are something I can endorse.