Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

Jan 12 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dougSF30 who wrote (133363)	9/21/2004 3:00:47 PM
From: TimF	Read Replies (3) of 275872

So what's your estimate of total 64bit K8 sales for the 3rd and 4th Q. I would think that Athlon 64's would be the majority of such sales. Maybe if its desktop only Athlon 64s (not including FXs, K8 based Semperons, Opterons or any laptop chips),the numbers are not so bad, but I'm not sure this is the case. Edit - The English version says "Shipments of AMD’s Sempron processors will also be good in the third quarter, though not at strong as the Athlon 64 CPUs, the sources added.", so the 600k probably doesn't include K8 based Semperons. I can't read Chinese so I'll have to take your word for it that its just Athlon 64s (not FXs or Opterons). The only question is does the figure include laptop chips. (Well there is also the question about how accurate it is, whatever it includes). Tim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next