Advanced Micro Devices - Moderated (AMD) Message Board

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To: eracer who wrote (221895)	1/2/2007 12:05:43 AM
From: pgerassi	Read Replies (1) of 272397

Dear Eracer: I showed Intel's earnings report and that trumps all of yours. Intel didn't sell 50 million CPUs in Q3 or more. My original statement holds true, Intel loses money, if they had the same ASP as AMD. All of your posturing doesn't change that fact. AMD OTOH, makes more money than Intel, if it has the same ASP as Intel. That could be debated either way. Here is another reference: macdailynews.com Lets see, 57,052K * 76.1% (From your Mercury report) = 43,400K. $5.76 billion / 43.4 = $133 ASP. The only problem is the 57M includes PowerPC based Macs. IIRC, 900K PowerPC Macs were sold in Q3. That reduces the above to 56,152K * 76.1% = 42,700K. $5,760M / 42.7M = $135. $1160M / 13.4M = $87. $135 - $87 = $48. $48 * 42.7M = $2.05 billion which is much larger than the $800 million Intel earned before its accounting shenanigans. Its even Higher than the reported $1.81 billion in pre tax profits. Even using Mercury's market share numbers, Intel still sold only 42.7 million CPUs and still would be losing money even using the higher Mercury market share numbers (for Intel). Pete