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

To: Rink who wrote (156354)4/14/2005 6:58:43 PM
From: niceguy767Respond to of 275872
 
"Yes I saw that slide on HP/SUN/IBM Opteron sales. Great slide, that didn't include Q1 I think."

No Q1, but obviously strong growth when one compares AMD's Q1/04 CPG revenues of $575M to Q1/05 CPG revenues of $750M. If we get the same growth rate going forward, (no reason why not) AMD's CPG revenues in Q1/06 will be $1B, and that's probably very conservative given that AMD's Q1/05 CPG revenues signal that AMD has now entered a phase of accelerating CPG revenues.


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