Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.62

-0.1%

1:03 PM EST

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To: Elmer Phud who wrote (207725)	8/5/2006 11:37:02 PM
From: combjelly	Read Replies (3) of 275872

"Red ink next quarter is not out of the question." You are dreaming Elmer. AMD has over 30% of the server market, likely over 50% of the 4 socket market. With hardware virtualization pushing the market to 4 socket servers, this is a big plus for AMD. In addition, the Dell deal seems to be real and Q4 is seasonally way up, so a red ink quarter is pretty much out of the question. "If AMD started 65nm production today they'd barely be a year behind Intel" Traditionally they have been closer to 18 months behind. So why is 12 months a big red flag?

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