Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 237.57

-2.6%

Nov 11 3:59 PM EST

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From: rzborusa	7/30/2006 12:41:32 AM
	Read Replies (1) of 275872

Anyone know where Doug is these days. I think he should be done with his time out about now. I am curious how he feels regarding NGA, now given the 1 million parts Q3 projection and the ATI plans. Too early to know, but the skeptics of NGA are beginning to have some validation. Its possible Intel pulled out all the hyper fud to queer the ATI deal as some have speculated (in cooperation with WS speculators for financing Bond Play, or was that just program tradeing?). Those who were counting on NGA everywhere destroying AMD's margins are still waiting. It won't surprize me if NGA ships less than one million this qtr. The price Dell put on Conroe part (no link) was comical. Reminds me of faint praise or similar slight. Getting past beer thirty, time to go. ;)

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