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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (133395)	9/21/2004 5:53:25 PM
From: Petz	Respond to of 275872

I thought at one point AMD said they would ramp K8 at 50% per quarter. Either Digitimes or xbitlabs misunderstood that and said that AMD's H2 shipments would be 50% higher than their H1 shipments. But Q4 estimates seem to be ~2*Q3. Makes sense given 90nm and the fact that Semprons are smaller than XPs. Petz

To: Pravin Kamdar who wrote (133395)	9/22/2004 8:51:27 AM
From: DRBES	Respond to of 275872

fom duh foooodprocesser ferum: http://www.mdronline.com/mpr/183801.html ...AMD kicks off the session with a landmark paper, "Multicore Processors Go Mainstream with AMD64 Technology." AMD publicly demonstrated its first multicore Opteron processors to industry analysts and the press during the week of August 30 and is driving hard to move its multicore designs into servers. Can AMD leverage its 64-bit x86 architecture and multicore processors to win more server designs away from Intel? The speaker addressing that question is AMD Fellow Kevin McGrath, chief architect of AMD64....