Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: Tenchusatsu who wrote (238445)	8/9/2007 4:44:04 AM
From: BUGGI-WO	Read Replies (3) of 275872

@AMD Q4 I can't understand, how a person could dream about 30% or even more in Q4 for AMD with that disappointing product-lineup . They will have no new desktops untill the very end of Q4 or even Q1-2008, so the current Brisbane situation, which is very bad, will even worse and there are people who predict huge marketshare gains! Living on a different planet I would call that. The only thing AMD could do (try) is to lower prices even more just to hold marketshare. The 22-24% mark should be a HUGE hurdle in the coming quarters - with that they could reach AT BEST around 17Mio. units overall in Q4, when we are very generious it could be a 18Mio. number, but this is my EXTREME optimistic scenario. BUGGI

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