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

To: eracer who wrote (226240)	2/17/2007 4:25:38 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@Eracer - Quad " You mean 1 million by mid 2007. " Your right - my fault. Look here: hkepc.com When you look at the picture it looks like 1-2% in Q1, 3-4% in Q2 and 7-8% in Q3 on avarage for the quarter. To sum this up. Q1-Q3 comes in at 1,5+3,5+7,5 = 12-13% /3 = 4% on avarage. When we take the ramp in mind and go for 11-12% in Q4, Intel would make around 25%/4 quarters = 6-7% QC for the whole year on avarage. So ... (we couldn't compare the 1-2% from Q1 with Q4, because volume (absolut) is different, but the 7% is alone from the math a high point -> so if AMD delivers 7,5% its more than INTC) -> my own guess: QC from Intel will come in at 5-6% for the whole 2007 year from Doug: K10 is projected at ~7.5% of units for the entire year, and that is probably optimistic -> Who has a problem? BUGGI