Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: THE WATSONYOUTH who wrote (138278)	10/30/2004 7:32:35 PM
From: TGPTNDR	Read Replies (1) of 275872

TWy, Re: <I guess my point was not clear. AMD certainly has an opportunity to sell several million more chips per quarter since their move to 90nm will support it.> Ok, here we go again with one of my more flamboyant posts. I believe AMD has over 6M 32Bit CPUs sitting on wafer of which 50+ could bin at 3000+. I believe that by summer next those chips will be gone. I believe 90Nm transition is OK. I believe 64 bit transition is reasonable -- or better even -- without Win64. I believe AMD is downbinning and, maybe, downpackaging chips. 2M more chips in Q1 next year than in Q3 this year? I think they should, but I'm still weak on volume VS price. Socket wins can be hard. We shall see. -tgp

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