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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 257.74+1.6%12:43 PM EST

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To: eracer who wrote (226250)2/17/2007 6:43:47 PM
From: BUGGI-WORead Replies (1) of 275872
 
@Eracer - QC
You took all too serious ... at this point of time, nobody
really knows which splits will happen in 2007. Intel could
ramp faster or slowlier - who knows, the same goes for AMD.
When 65nm is tweaked, why shouldn't AMD ship more than the
number which floated around? Do you know for sure, that AMD
will ship 7,5% K8L? How many DC units will be there? Do
you know that? They only thing I know is, that Barcelona
will instantly win all Serverbenchmarks in the given areas
and the needed volumes (which aren't that big) could be
delivered. Its that easy. What will happen in the desktop
area we have to see ...

BUGGI
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