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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 233.54-1.8%Nov 7 9:30 AM EST

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To: dougSF30 who wrote (201592)6/11/2006 7:26:42 PM
From: MagratheaRead Replies (1) of 275872
 
above 90%?

No. No better than 2 in 3. But I did not read the original Japaneese. We are faced with an information flow that is Dirk (verbally) -> translation to Japaneese -> reported in Japaneese -> machine translated to English -> posted on internet.

(I remember an early English-Russian-English computer translation of "Out of sight, out of mind" that came back "invisible insanity.")

Why should I believe Hiroshige's report 9X more so than May 24 DailyTech that reported Rev G = Brisbane "is a massively ambitious core"? It seems unlikely for AMD to change the process and design in the same step, but not impossible.

I do not know what Dirk said in that roundtable. I wasn't there. All we apparently have is one very indirect source of what would be material information if true that is unconfirmed a week later. How seriously can you believe a computer translated report that says the road map will be clearer on Analyst day (it wasn't) and keeps referring to Dirk as "(darkness mayor) person"?

So I am not taking "Rev G is simple shrink" as gospel truth, yet.

Was there an Analyst Day Q&A that settled matter? Anyone?

-Magrathea
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