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

To: Sarmad Y. Hermiz who wrote (217529)	11/22/2006 10:09:10 PM
From: Joe NYC	Read Replies (2) \| Respond to of 275872

syh, But you seem to have an opinion on AMD margins. ATI is part of their results. I only posted my opinion on AMD CPU business, never combined AMD + ATI. Since you think the result will be better, I want to see what your opinion is, so that later we can see who has the better understanding of AMD's business. When I can come to grasp with ATI situation, I can present my opinion on combined company. Until then, all I can do is repeat what I posted here previously, which is that the CPU business margins will be flat, possibly slightly higher compared to Q3. One figure I will be paying special attention to is margin dollars from the CPU part of the business. Joe