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Overclockers.com Thoughts on AMD
[link=http://www.overclockers.com/tips00510/]Overclocker.com: AMD - Throttling Success?[/link]
[blockquote]AMD hasn't been making a whole lot of Hammers. AMD isn't going to be making a whole lot of Hammers any time soon.
Those are the only conclusions one can draw from their financial results and the discussion with financial analysts AMD had thereafter.
First, the financial results. AMD's CPU revenues didn't increase by anywhere near the amount they would have had they sold a large number of Hammers. They only went up about $75 million. Given that the average price AMD got for XPs also went up for the quarter, and that total unit sales were also up, it doesn't look like they could have sold more than roughly 200,000 desktop Hammers.
AMD spoke very little about Hammers during the analyst phone conference. They said as much if not more about XPs.
The financial analysts asked again and again in differing ways how many AMD sold, and AMD refused to answer them. They wouldn't even say if they had made their targets or not.
[/blockquote]
[blockquote]AMD hasn't been making a whole lot of Hammers. AMD isn't going to be making a whole lot of Hammers any time soon.
Those are the only conclusions one can draw from their financial results and the discussion with financial analysts AMD had thereafter.
First, the financial results. AMD's CPU revenues didn't increase by anywhere near the amount they would have had they sold a large number of Hammers. They only went up about $75 million. Given that the average price AMD got for XPs also went up for the quarter, and that total unit sales were also up, it doesn't look like they could have sold more than roughly 200,000 desktop Hammers.
AMD spoke very little about Hammers during the analyst phone conference. They said as much if not more about XPs.
The financial analysts asked again and again in differing ways how many AMD sold, and AMD refused to answer them. They wouldn't even say if they had made their targets or not.
[/blockquote]
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