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

To: j3pflynn who wrote (226785)2/23/2007 4:22:57 PM
From: rzborusaRespond to of 275872
 
J3, Barcelona performance will influence acceptance of all Opteron products. If Barcelona looks good AMD will move in expectation.

Hector's plan must be for R600 and Barcelona ramp to precede any trip the the re-fi sharks.

OEMs have benefited from recent AMD MS gains and will be happy to move $ market share to the more trusted supplier. They already know Intel's recipe for success doesn't work for them. JMO



To: j3pflynn who wrote (226785)2/23/2007 6:03:27 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Paul, apparently, you don't understand the meaning of the word "first", or its logical implication in the context of that statement. I'm not sure I can help you with either.


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