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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 247.99-4.2%3:59 PM EST
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To: Plissken who wrote (207074)7/28/2006 10:20:42 AM
From: RinkRead Replies (1) of 275872
 
Armin, Exactly. 65nm will increase the dual core mix and hence both help AMD's GM's and rev share, as well as diminish returns on the Netburst part of Intel's production. On the other end of the tech balance there's CMW that puts pressure on AMD's GM's and rev growth, and helps stabelize Intel's GM's and rev share. For as far as rev share is concerned Dell will be the differentiating factor for at least Q4 and Q1/07. K8L timing will be a differentiating factor after that. Dell is just about reasonably certain. K8L timing is not.

Regards,

Rink
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