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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.31-3.9%12:05 PM EST

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To: eracer who wrote (217854)11/29/2006 12:13:23 AM
From: THE WATSONYOUTHRead Replies (1) of 275872
 
Perhaps the looming question for AMD is "how little is the K8 worth when Conroe and Merom make up 80% of the Intel desktop and notebook processor market.

What do you (or anyone) think is the % of CMW sold in the 4th quarter? Also, your guess for Q1 and Q2 07? I'm guessing 27% for Q4 and 42% and perhaps 58% for Q1/Q2 07. Just guesses though and I could be convinced otherwise. What are/were Intel's stated goals?

THE WATSONYOUTH
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