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


To: dougSF30 who wrote (139979)11/13/2004 4:04:27 PM
From: gzubeckRespond to of 275872
 
Doug...I might be putting on the rosy sunglasses but I think Hector is sandbagging it a bit...I think he will have a mix of processors for the 1st world market and 2nd world market...lets say 25 million by the end of 06' due to the competition with Intel for bigger processors...i.e dual and A64's with new transistors and instruction sets and maybe additional cache...other than that I would hate to think how many processors Hector can manufacture with a close to straight Die shrink with only 256kb of cache at 65nm on those PICs 2-3 years from now...



To: dougSF30 who wrote (139979)11/13/2004 5:12:21 PM
From: grimesRead Replies (1) | Respond to of 275872
 
Doug re : 'Ruiz says 2006 will bring 12.5M/Q vs. 7.5M/Q now. A much more realistic estimate'

Was this in the Analyst Presentation?