The gory details are basically a loss in CPUs and GPUs and bland flatness in consumer electronics. Some of the numbers are quite astounding: A 38 per cent drop in CPU revenue on 37 per cent lower unit volume and 10 per cent lower lower ASPs. Ouch. Talk about falling off a cliff.
Go here, put in AMD for the ticker symbol and hunt down the latest 10-Q report. Scroll down to P26, and look at the numbers.
We suspect that a lot of the volume has to do with stuffing the channel in Q4 and having to sit and twiddle thumbs while that worked down.
In general, it makes a good read, if somewhat dry. It will be interesting to see what happens in Q2, if the cliff dive hits bottom, and the shipping of R6xx products show an uptick in ATI based revenue. Stay tuned, we will know in 90 days. µ
Sign up for INQbot – a weekly roundup of the best from the INQ