Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.97

-0.5%

9:34 AM EST

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To: Magrathea who wrote (197522)	5/18/2006 2:13:16 PM
From: dougSF30	Read Replies (2) of 275872

One thing we know is INTC's 2Q is going to be awful. They told us so. I expect some relative AMD strength between now and mid July. Your second sentence undermines your third. :) Think "already priced in" On the K8L, the fact that it was a floorplan, not a die photo, suggests that the QC version, at least, has not taped out, doesn't it? If we therefore add ~18 months, that gets to very late 07/early 08 for a QC K8L. Maybe AMD will share some additional roadmap info (hopefully including any DC K8L plans) on June 1.

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