Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.72

-2.5%

3:59 PM EST

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From: aleph0	2/21/2007 5:54:39 PM
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CRN Interview: AMD CEO Hector Ruiz By Paula Rooney, CRN 5:23 PM EST Mi. Feb. 21, 2007 crn.com // .. .. CRN: And the pricing pressures? RUIZ: The pricing environment will continue to be challenged because we're not backing off. The strategy of our competition is to get us to blink, and we're not going to. We're going to fight for every piece of business that we can, and we're very much emboldened and will hang in there. We ended up in 2006 at the highest market share in the history of our company, in the mid-20s, and we intend to fight like crazy to retain it. .. .. CRN: There have been reports saying that AMD's cash situation is difficult and that the company may have to approach the capital markets for help by summer. Can you respond to that? RUIZ: I can't comment on this. We're always alert as to when it is appropriate to take advantage of windows of opportunity, [as] we have done in the last year and in the past. We've been pretty open that we are doing things to raise cash, and we've been open about systematically divesting ourselves of Spansion [AMD's memory spinoff]. We are doing things to improve our cash position, but at this point in time I don't see our balance sheet crying out for any unusual or desperate measures. .. .. CRN: You mentioned the importance of Barcelona. What will be its impact on AMD this year? RUIZ: This is an incredibly important product transition. We don't expect the ramp [this year] to be dramatic because it's a new core, new micro architecture and platform. The biggest impact it will have is that we'll see a large number of customers and partners align themselves behind the technology. We expect that ramp to follow along the same lines as when Opteron began to get adopted. So I expect it to follow same patterns. Over 2007, it will have a significant impact on what I call design wins. People are committed to the architecture and product, and [it will be] a very significant part of revenue and earning in 2008. .. .. //

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