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To: eracer who wrote (220372)	12/14/2006 10:14:05 AM
From: Cravey	Read Replies (1) \| Respond to of 275872

Eracer, I think that slide shows mix of business, it only really says that they expect notebooks to grow to be a higher mix. Not that they do not expect server or desktop growth. Cravey.

To: eracer who wrote (220372)	12/14/2006 10:26:14 AM
From: economaniack	Read Replies (2) \| Respond to of 275872

Actually $1/share of free cash flow in 07 sounds great to me. With all the gloom and doom and worries about the ATI acquisition I was afraid they would be burning cash which would justify a lower multiple. By the middle 07 they will be fully converted to 65nm, have much higher capacity, and begin rolling out K8L. If they haven't loss meaningful ground before that they will be in great shape going into 08. Server is expected to be a constant share of the revenue mix, while notebook takes from desktop and there mix there moves toward the overall market (IE Intel). Also much higher share of commercial systems with better margins and less sensitive to technology swings. This slide looks great to me. By the way when is bulldozer supposed to appear, or is that a 45nm product? e