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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: DRBES who wrote (196330)5/10/2006 6:12:24 PM
From: PetzRead Replies (2) of 275872
 
Worth listening to this from the Reg interview of Henri: theregister.co.uk

Hint of timing of K8L perhaps:

"It's also to be expected that, because our design cycles don't exactly match eachother, you know, there's going to be some phenomenon where they're going to get closer and then we're going to accelerate again and then they're going to accelerate again, and so, we're off sync."

Interviewer: Right.

Henri: "So I think you might see in the 2nd part of the year, you know, a cycle where they're on the improvement part of their curve and we're on the stable part of our curve, but that's not to say we're sitting on our thumbs."

Petz
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