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

To: dougSF30 who wrote (139966)	11/13/2004 3:10:04 PM
From: gzubeck	Read Replies (1) \| Respond to of 275872

Doug as usual your right...I'm talking some time in 06'...please stop taking my assumptions wrong...and please understand I'm getting info from other posters...

To: dougSF30 who wrote (139966)	11/13/2004 6:19:48 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 275872

Doug, Re: <It's simply not realistic to believe AMD will increase quarterly unit sales by 5X over a 1-year period.> Interesting statement. In recent history a 100% increase, Q/Q has been normal ramp for new processors. But we're not talking "New Processor" ramp. How about if we reframe the question, just a little. I think the chances that AMD will have X-86 volumes in excess of 40M/Q in 2006 are better'n 50%? That's a statement I doubt you'll dispute from your official position. -tgp