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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.00+0.7%Dec 22 3:59 PM EST

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To: dougSF30 who wrote (139966)11/13/2004 6:19:48 PM
From: TGPTNDRRead Replies (2) of 275872
 
Doug, Re: <It's simply not realistic to believe AMD will increase quarterly unit sales by 5X over a 1-year period.>

Interesting statement.

In recent history a 100% increase, Q/Q has been normal ramp for new processors.

But we're not talking "New Processor" ramp.

How about if we reframe the question, just a little.

I think the chances that AMD will have X-86 volumes in excess of 40M/Q in 2006 are better'n 50%?

That's a statement I doubt you'll dispute from your official position.

-tgp
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