Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer Phud who wrote (207725)	8/5/2006 11:37:02 PM
From: combjelly	Read Replies (3) \| Respond to of 275872

"Red ink next quarter is not out of the question." You are dreaming Elmer. AMD has over 30% of the server market, likely over 50% of the 4 socket market. With hardware virtualization pushing the market to 4 socket servers, this is a big plus for AMD. In addition, the Dell deal seems to be real and Q4 is seasonally way up, so a red ink quarter is pretty much out of the question. "If AMD started 65nm production today they'd barely be a year behind Intel" Traditionally they have been closer to 18 months behind. So why is 12 months a big red flag?