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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%3:59 PM EST
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To: niceguy767 who wrote (214799)10/24/2006 6:34:27 PM
From: dougSF30Read Replies (1) of 275872
 
The HUGE question for Q4 remains whether or not richer mix of laptops and servers, thanks to Dell, combined with any 65nm cost savings will enough to recapture 55% to 60% gross margins.

Nope. With ATI in the mix, expect GMs in the 40s.

And with the continued ramp of Woodcrest, and launch of Clovertown, expect AMD to continue giving back server marketshare. Intel will be able to offer roughly double the performance per socket in 1S and 2S servers. That's going to hurt.
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