Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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From: niceguy767	2/23/2005 8:57:31 PM
	Read Replies (1) of 275872

Repost of: Questions for Bob Rivet on Thursday's GS presentation: 1. Given the recent SUNW move to 100% Opteron and the recent HP "server and blade" wins and whatever new wins will occur in 2005, could AMD triple server revenues in 2005? 2. How much incremental revenue in 2005 is likely from the HP and SUNW "workstation" wins? 3. What revenue growth rate is AMD currently anticipating in China/India in 2005? 4. Will the cost of production savings stemming from the accelerating 90nm CPG production ramp more than offset the CPG wholesale price cuts recently introduced and result in improved Q1 CPG profit margin? 5. Will we see any meaningful revenue growth in the combined "PIC, Au1200 and Geode" revenues in Q1? 6. Will flash operating losses show further deterioration in Q1, and if so, will any further flash profit loss erosion be more than countered by improving CPG operating profit? 7. When will Turion be launched and what Turion revenue impact is pencilled in for 2005?

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