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

To: dougSF30 who wrote (226234)	2/17/2007 3:45:35 PM
From: mas_	Read Replies (2) \| Respond to of 275872

Of course it will, AMD's server asp is 7 times its desktop asp and quad-cores will be probably 10 times that taken into account the 8- versions. K10, if it dominates Clovertown/Kentsfield/Tigerton, could transform AMD's profits. investorvillage.com

To: dougSF30 who wrote (226234)	2/17/2007 4:07:31 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@Doug " K10 is projected at ~7.5% of units for the entire year, and that is probably optimistic. " What do you say about Intels own projection/target for QC for the whole year - it is 1Mio. Do the math - seems like Intel sees own QC shipments for the whole year under 1% -> ouch. BUGGI

To: dougSF30 who wrote (226234)	2/17/2007 4:53:48 PM
From: Petz	Read Replies (1) \| Respond to of 275872

re: <<K10 and R600 will help AMD a lot this year in the profit area.>> <Wrong. K10 is projected at ~7.5% of units for the entire year> Do the math. 7.5% a a year's production is about 4.5M units. If half of them are servers with an ASP of $500 (extremely conservative), that's over $1B of additional revenue. Half that would be more than enough to make AMD profitable. Petz

To: dougSF30 who wrote (226234)	2/17/2007 6:12:34 PM
From: fastpathguru	Respond to of 275872

Edit: Redundant. Wrong. K10 is projected at ~7.5% of units for the entire year, and that is probably optimistic. So it won't be helping AMD "a lot this year in the profit area". Far from it. Do you think that having the performance crown would ease the downward pressure on AMD's ASPs, if that winds up being the case? I mean, all the Intel folk are using the fact that AMD doesn't have the performance crown is putting downward pressure on their ASPs... What goes around comes around. fpg