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

To: dougSF30 who wrote (226778)	2/23/2007 1:51:27 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@Doug - Barcelona When we speak about 20Mio. CPUs from AMD in Q3/Q4 (lets take this number) - how would you descripe a product, which ships in 100K volume? That would be 1/200 or 0,5% of overall volume. Would you descripe that volume shipment SIGNIFICANT, when we take a view at the overall picture? Even if we take 200 or 300K Quad Cores (Opterons) in Q3, it will not change the picture. Volume from this product compared to other products would be small - thats given. So when Hector or Henry would say, shipments will be significant, I would expect 10 or even 20%. Its clear, also to you, that AMD can't ship 2 or 4Mio. Quadcores in the first quarter. Thats impossible. So all your lines in regards to the Barcelona launch (volume) are crap and you know that, but heh, as an Intelinvestor, I would try to say the same and let the eyes close. BUGGI disclaimer: 0 Intel + 0 AMD