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

To: eracer who wrote (226250)	2/17/2007 6:43:47 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@Eracer - QC You took all too serious ... at this point of time, nobody really knows which splits will happen in 2007. Intel could ramp faster or slowlier - who knows, the same goes for AMD. When 65nm is tweaked, why shouldn't AMD ship more than the number which floated around? Do you know for sure, that AMD will ship 7,5% K8L? How many DC units will be there? Do you know that? They only thing I know is, that Barcelona will instantly win all Serverbenchmarks in the given areas and the needed volumes (which aren't that big) could be delivered. Its that easy. What will happen in the desktop area we have to see ... BUGGI