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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 262.81+3.6%10:19 AM EST
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To: dougSF30 who wrote (226257)2/18/2007 1:48:06 AM
From: PetzRead Replies (1) of 275872
 
$500 is conservative for a quad core server ASP estimate.

<<that's over $1B of additional revenue. Half that would be more than enough to make AMD profitable.>>

<You are making unwarranted assumptions about AMD's Barcelona margins.>

And where are hundreds of millions of extra costs going to come from? Is AMD going to have to hire 1000 more fab workers, or buy twice as much silicon, or exactly how will this money be spent?

Petz
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