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

To: eracer who wrote (201739)	6/12/2006 5:52:21 PM
From: BUGGI-WO	Respond to of 275872

@Eracer - capacity " Do you believe then that AMD will use the full 3000wspm from Chartered in the near future and maintain it for several months thereafter? " Ask AMD and/or Chartered ... depends on so many factors, of which we don't know a single one exactly. " I'm sure Athlon 64 X2 will continue to gain in popularity, especially after the price cuts. Much of it will come at the expense of SC Athlon 64 and high-end Sempron sales. " If X2 gets down in price, its the "normal timeline process", that the X2 will replace A64 at that time. I don't know, why we have to talk about this? I call it Mix shifts and we spoke about this in length the last months ... " As the percentage of Pentium D CPUs declines and the number of Conroes increases I have a difficult time seeing AMD keeping any momentum. " The P-D is ramping and you assume already a ramp-down now. Seems like you have a crystal ball. They will (of course) do this, but how fast and in what time ... don't show me the Anandtech slides now. " Right now it looks like we may see AMD posting losses in Q1 and/or Q2 2007. " When I looked at the actual quotes I assume your right, but wait if the market recognizes that these assumptions are totaly wrong. BUGGI