Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 258.86

+9.0%

Nov 12 3:59 PM EST

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To: Petz who wrote (207095)	7/28/2006 2:04:48 PM
From: Rink	Read Replies (2) of 275872

Petz, It's highly suspect that AMD will release it's next gen before summer '07. From earnings (just like Kepler mentioned): Mark Lipacis - Prudential Actually, it is Mark Lipacis from Prudential. A couple of questions. Dirk, I thought in the beginning in your comments, you talked something about a native quad-core, and I missed that. Would you be so kind as to review what you were talking about? Is that a change of the production schedule for quad-core? Dirk Meyer High level is not really a change. It is really an amplification to what we said at the analyst conference in June. We have a new core under development. The first instantiation of which will be in a quad-core form, to be launched roughly mid '07. What I said is we will demonstrate that by the end of the year. This is precisely in line with what Charlie has been saying. It's contradictory however to what Fuad has been saying (i.e. a dual core version of K8L in Q1/07). Fuad broke the ATI acquisition rumor however and he has risen a bit from a somewhat lowish level in my opinion at least, so I'm not going to disregard him entirely. This discussion started when NG stated that he thought that by the time CMW would become a force in the market that AMD would have leap frogged it in performance because of 65nm and K8L. I maintained that AMD's 65nm will not be enough to close the gap with a ramping CMW, and secondly that K8L would probably not be in time for that statement. I hope the information about whether or not that statement can be true or not is clear now. Regards, Rink

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