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


To: KeithDust2000 who wrote (148678)1/21/2005 3:26:11 PM
From: dougSF30Respond to of 275872
 
Toledo is scheduled for H2, publicly. Where are you getting Q4 from? Not that it might not be Q4, but what is the source of this information?



To: KeithDust2000 who wrote (148678)1/21/2005 4:08:01 PM
From: kpfRead Replies (1) | Respond to of 275872
 
Keith

Hmm. Given Intels track-record of launches the gap does seem to be just couple of weeks. Do you think you can live with that or do you want me to make two phonecalls to make folks synchronize their schedules for Q3? :)

On a more serious note, i could imagine AMD can pull in Toledo.
As soon there is dualcore-output in volume they have dies which they cannot use for serverspace.

K.



To: KeithDust2000 who wrote (148678)1/25/2005 8:25:40 AM
From: DRBESRead Replies (1) | Respond to of 275872
 
My guess is that once it gets its ducks all in a row and AMD develops and lines up the capacity, Gateway will successfully target a lot of that which belongs to dull.