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

To: THE WATSONYOUTH who wrote (148596)1/20/2005 11:20:33 PM
From: dougSF30Respond to of 275872
 
Elmer, 12% in 2005 as a whole? or 12% in any QUARTER of 2005. TWY, you better pin him down now.



To: THE WATSONYOUTH who wrote (148596)1/20/2005 11:50:39 PM
From: niceguy767Respond to of 275872
 
"Any other estimates out there??"

Yes. Probably around 325k Opteron cpu's in Q4 just finished, 400k in Q1 current rising to 700k in next Q4.



To: THE WATSONYOUTH who wrote (148596)1/21/2005 5:13:58 AM
From: RinkRespond to of 275872
 
In addition to all Q1 socket wins partially based on better power characteristics there will be quite a bit of demand based on dual core in H2 05, H1 06.

Elmer, if you read this why do you think with everything that's coming from AMD and lacking from Intel in the x86 server / workstation space that it can only result in a roughly 2% additional server share maximum in any quarter of this year?

Regards,

Rink


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