Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: pgerassi who wrote (191544)	4/1/2006 6:49:36 AM
From: BUGGI-WO	Read Replies (2) of 275872

@Pete - Revs. Opteron is a big potential revenue gainer, thats clear. The momentum is strong, but I said it already that I'm missing more 1-2P SKUs and Workstations. Here are lying real poss. for AMD to gain MASSIVE volume from Intel. When I think about that and when I think about the reached level at 4P I'm a little cautious when it comes to prognosis where AMDs momentum will be last "forever", so I'm not ruling 70% out, but I don't calculate with that. The more crucial thing should be the overall market. We heard some comments that Q1 wasn't that strong - surprise Intel guided down big-time, but whats going on at AMD? I could easily paint a picture, where we are also "loosing" 100Mio. on the desktop side, some volume on notebooks and gain a little bit on Server-rev - so overall it would still be net negativ QoQ. For me its always a little bit to easy to write existing gains from prior quarters into the future. Its not that easy, but I will not complain, if this plays out in this way. BTW: bought again 40$ calls on Thursday and Fryday - posted Real-Time on WO. BUGGI

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