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Advanced Micro Devices, Inc. Message Board

  • blu_is_cool blu_is_cool Mar 1, 2013 10:50 AM Flag

    {{{How big will the game consoles be VS PC revenue}}}

    Look for all 3 consoles to ship over 37 million. The PS4 and Xbox 720 are using both the CPU and APU from AMD.. I look for AMD to get 450 million in new revenue from these game consoles. If you do not believe this look at how many PCs were sold in 2012. Close to 200 million PCs were sold in 2012. AMD has about 15% market share or 30 million PCs. We know most of AMD's revenue in 2012 was from the PC market.

    If AMD was in 30 million PCs in 2012 and gaming consoles are expected to sell over 37 million. You do not have to be smarter than a fifth grader to do the math and see how big of a deal landing the Wii U, PS4 and Xbox 720 is.

    3rd quarter and AMD will be cash flow positive.

    Sentiment: Strong Buy

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