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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.21

+2.5%

11:41 AM EST

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To: BUGGI-WO who wrote (226780)	2/23/2007 2:22:20 PM
From: dougSF30	Read Replies (2) of 275872

When we speak about 20Mio. CPUs from AMD in Q3/Q4 (lets take this number) Let's not. You're talking about a server processor, so let's have you start with AMD's server units for Q3 and Q4. So when Hector or Henry would say, shipments will be significant, Reading comprehension difficulties? They said no financial impact until Q4, and no significant financial impact until 2008. So your $200M of Barcelona revenue in Q3 fantasy is just that, according to AMD, a fantasy. Hector also said the Barcelona ramp would be like the original Opteron ramp. Want to see how many units of Opteron were shipped in its first two quarters? Q3 volume will depend when in Q3 they start to sell them. You are off by an order of magnitude. I'd expect 10-50K (and I'm being very generous with the high-end) Barc QC units in Q3. disclaimer: not wearing green-tinted glasses.

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