Advanced Micro Devices - Moderated (AMD) Message Board

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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: aleph0 who wrote (226589)	2/22/2007 1:19:16 AM
From: dougSF30	Read Replies (3) of 275872

Slip slidin' away.... slip slidin' awaaaaaaay. 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 [ Translation: nothing.] 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. .. Yikes. Hector is basically saying, expect no financial impact in 2007. The DailyTech roadmap must be right.

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