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

To: gzubeck who wrote (139970)11/13/2004 3:56:04 PM
From: dougSF30Read Replies (2) | Respond to of 275872
 
As I said, capacity is not the only issue. Marketshare does not change that rapidly. Perhaps you should pay attention to the information AMD is providing:

Ruiz says 2006 will bring 12.5M/Q vs. 7.5M/Q now. A much more realistic estimate.

I think AMD will do quite well over the coming year. But I see no reason for either short-term negative FUD, nor fantasy-level expectations for unit shipments in 2006.

Doug


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