Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.54

+1.5%

Nov 28 12:59 PM EST

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To: combjelly who wrote (201635)	6/12/2006 7:32:10 AM
From: BUGGI-WO	Read Replies (1) of 275872

@Comb - Mix I'd like to hear the HP comments and I would like it even more if HP finally is doing more in the commercial space. Why don't they sell more Opteron workstations or why not introduce more Business Desktops, which will come (I'm sure about this) with AM2 with IGP (ATI/NVDA). Just this is the direction for the next time - introduce more business SKUs with AM2 (all segments) at (near) ALL Tier1/2, then add more workstations and Server now and when Opteron F is launched (even more plat- forms available then) and go further with DC in the notebook sector too, which will come probably in mid Q3, when the new ATI and Nvidia Designs are finally ready to ship in volume. Beneath some irrational posters, I think that AMD could and will gain on the volume side, as more and more Intel only Tier1/2 come online and ramp and as more and more Business SKUs appear on all markets. NGA is a very fine product, but it can't stopp this progress, so I hope, that AMD could ship all the needed volume at the new prices. BUGGI

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