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: dougSF30 who wrote (197955)	5/19/2006 6:31:13 PM
From: Petz	Read Replies (2) of 275872

What I stated was correct and without error according to the source I clearly cited from DELL, their earnings statement. You still have not pointed out anything on record from DELL saying that they will release Conroe desktops in Q2. What burns me is that I had already corrected the claim about no Woodcrest until end of year based on the powerpoint slides DELL released. But you insisted on repeating the original post anyway. Doug claimed that I said: Intel isn't shipping Conroe and Woodcrest until the end of the year. (Petz) In reality, I never said anything about Intel, just DELL. (no promise of Conroe desktops in Q2, no promise of Merom notebooks until "fall") In reality, I had retracted the statement about Woodcrest based on the slides shown during DELL conference call. But that info was not in the earnings release itself. I believe Intel will ship some Conroe parts in July as scheduled. But the lack of a promise from DELL to release desktop Conroe by the end of July, or even the end of October, but only "end of year," says something about the volumes we might expect. Petz

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