Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.02

+6.4%

Jan 13 3:59 PM EST

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To: j3pflynn who wrote (226774)	2/23/2007 1:39:37 PM
From: BUGGI-WO	Read Replies (1) of 275872

@Joe - Barcelona Nice interview ... I'm wondering, how much volume we could expect from Opterons (QC) in Q3? I think AMD shouldn't have too much problems to supply all the needed volume just because the main volume will still come from DC in the next time - its my guess. So I expect shipments of 100-200K (rough guess) QC CPUs in Q3. If we assume the higher end and take a ASP of 500$, which is too low it will come up with 100Mio. extra in Revs. Thats nice for the bottom line. If volume and ASP could be better (we have to wait and see), Barcelona could end up easily with 200Mio. $ per quarter extra. BUGGI

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