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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 219.83+1.1%3:59 PM EST
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To: Sarmad Y. Hermiz who wrote (200331)6/3/2006 11:59:49 PM
From: AK2004Read Replies (1) of 275872
 
re: The AMD-centric view of this low number would be

I offered no interpretation - it is just your 30% figure was somewhat unrealistic

re: I think the slow ramp means that Intel is using only newly installed capacity for NGMA, and not switching any capacity from another chip

well that is probably because there are obvious shortages of those other chips and those other chips would bring higher per chip revenue when compared to conroe, right?

Don't you think that you are somewhat overoptimistic?
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