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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.02+6.4%3:59 PM EST

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To: BUGGI-WO who wrote (226777)2/23/2007 1:46:08 PM
From: dougSF30Read Replies (1) of 275872
 
I'm wondering, how much volume we could
expect from Opterons (QC) in Q3?


Diddly-squat is the answer AMD execs are giving you.

Hector: "slow ramp", impact in 2007 is "design wins". "Significant revenue contribution" only in 2008.

Henri: (paper) "introduction" in June, not available at all until "Q3"

Exec ?: "start to see (some, but obviously not significant, per Hector) financial impact in Q4"

These guys are not exactly sand-baggers, especially lately.
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