Dell to ship 2.1m AMD-based notebooks this year?

Posted on Monday, Aug 21 2006 @ 22:21 CEST by Thomas De Maesschalck
Citigroup Research estimates Dell may acquire 1.4 to 2.1 million mobile processors from AMD this year.
“Our field work suggests two AMD-based consumer notebooks will be available in September from Dell. This will increase to 4 models in October. Normally, new notebook models will sell between 100K-150K units per month,” a report from Citigroup claims.

“Of the average 1.5M notebook units expected to be sold in Q4 2006, we estimate 750K are “new” sales for AMD, implying 750K of Dell-related sales cannibalize AMD sales from other sources. Assuming an average $68 ASP, this translates to $51M incremental revenues and we adjust our model accordingly,” the report states.
More info at X-bit Labs.


About the Author

Thomas De Maesschalck

Thomas has been messing with computer since early childhood and firmly believes the Internet is the best thing since sliced bread. Enjoys playing with new tech, is fascinated by science, and passionate about financial markets. When not behind a computer, he can be found with running shoes on or lifting heavy weights in the weight room.



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