Re: I showed Intel's earnings report and that trumps all of yours
You didn't show anything. I linked to the earnings report.
Your statements about the report were false. Intel claimed they shipped a total of over 40 million 65nm CPUs total, and were not speaking of quarterly shipments.
Your lies, misquotes and/or mistakes don't trump anything.
Intel didn't sell 50 million CPUs in Q3 or more.
That's nice. I already said more than once that I didn't think so either.
My original statement holds true, Intel loses money, if they had the same ASP as AMD.
That wasn't your original statement. Here is your original statement:
"AMD is making money selling $69 CPs. Intel at that price loses $30-$40 each."
AMD hasn't proven they can make money at $69. Their ASP last quarter was $86. It is quite possible for Intel to turn in a modest profit at $99-$109 if their ASP last quarter was $121.
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 wasn't even being debated. Straw man.
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.
Apples, oranges and accordians.
First, the 57.052 million figure is PC sales, not CPU sales. I haven't bought a PC for myself in years, but I've bought many CPUs from newegg and elsewhere.
Second, 900K is almost certainly far too high for PowerPC sales in AMD's and Intel's Q3. PowerPCs were near death back in Q2 (which is Apple's Q3). From July:
Apple shipped 1,327,000 Macintosh® computers and 8,111,000 iPods during the quarter, representing 12 percent growth in Macs and 32 percent growth in iPods over the year-ago quarter.
“We’re thrilled with the growth of our Mac business, and especially that over 75 percent of the Macs sold during the quarter used Intel processors.
apple.com 
1.327 million * 25% = 332K. Apple didn't sell more than 332K PowerPC systems in Q2 (their Q3), and one can only assume Intel's market share within Apple grew even more in July-September.
Third, the PC shipments included x86 servers. The average CPU count on an x86 server is substatially higher than 1, and probably close to 2. Rather than subtracting 900K from 57.052 million, you should be adding another 1.5 million.
Now 58.552 million PCs x 76.1% = 44.56 million Intel CPUs and an ASP of $129. But that 44.56 million still wouldn't include CPU sales to the DIY crowd so the actual ASP would be even lower.
Finally, PC shipments come after processor shipments. If system builders are prepping for Q4, the busiest quarter of the year, then it is likely that systems are being built and processors bought in Q3 faster than they are being sold. |
