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


To: TGPTNDR who wrote (191594)4/1/2006 4:34:26 PM
From: combjellyRead Replies (1) | Respond to of 275872
 
"I don't do tea leaves. Chicken guts are more my style."

Ah. A fellow practioner of augury. I works well for me...

Yeah, Intel stuffed the channel like a Thanksgiving turkey. They even said so, as you note. And to make things worse, it has been a more than seasonally down quarter. Which means they ain't going to be doing so hot for Q1.

You picked a good one in that guinea.



To: TGPTNDR who wrote (191594)4/1/2006 5:57:47 PM
From: DRBESRespond to of 275872
 
i would ask to hear more but i am chicken :)



To: TGPTNDR who wrote (191594)4/1/2006 6:25:54 PM
From: niceguy767Respond to of 275872
 
deleted



To: TGPTNDR who wrote (191594)4/1/2006 6:55:43 PM
From: UpNDownRespond to of 275872
 
TGPTNDR, nominated for post of the century

Laughing out loud all the way through. And content as well! Thanks.



To: TGPTNDR who wrote (191594)4/1/2006 7:26:21 PM
From: TechieGuy-altRead Replies (1) | Respond to of 275872
 
Also consistent with RACK saying sales of their AMD units went from 80% of unit volume to 90% in their last Q.(RACK reported in February IIRC.)

Do you (or anyone) know how many servers (and chips) RACK sells/Q?

What's the current estimate of this thread of how many Opteron's AMD is pushing these Q's (last Q and estimate for this Q)?

TIA

TG