Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.42

-0.1%

3:59 PM EST

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To: Petz who wrote (238827)	8/15/2007 4:16:26 PM
From: graphicsguru	Read Replies (2) of 275872

I have a hard time believing anyone will want to buy 95W 2 GHz Barcelona chips when much faster chips are right around the corner. Well, we agree in part. If I were looking to buy AMD servers, 2Ghz wouldn't cut it. I'd wait. So we agree that short-term Barcelona sales will be very small. Then the question is how long I'd wait before giving up on AMD and buying Clovertown or Penryn-based products. Only a matter of months, I'm afraid. I don't think AMD has a lot of time to ramp the frequency before their server share drops a good deal further.

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