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


To: NicoV who wrote (237445)7/27/2007 1:51:20 PM
From: Sarmad Y. HermizRead Replies (1) | Respond to of 275872
 
>> This should end the speculation in the last 100 messages on this board:

You are aware of the claim at the CC that AMD will break even for all of q4. And specifically they said that did not mean merely break-even rate at the end of the quarter. But for the whole quarter.

You are also aware that AMD said they will "introduce" barc in q2. And released data for performance at 2.6 Ghz.

Also you should be aware that AMD said that ATI will be accretive to profits. Or that gross margin goal was 55%, etc. etc.....

Then there is the Dec5 announcement of "immediate availability" of parts that were not seen for months after.

How do you expect speculation to end about a company's truthfullness with such a record.



To: NicoV who wrote (237445)7/27/2007 1:58:54 PM
From: Dan3Read Replies (1) | Respond to of 275872
 
Re: all these products and components being demonstrated will be available for delivery this year

Either he meant "but not necessarily at these speeds" or this is the first time we've seen the "dancing in the aisles" stepping demonstrated.



To: NicoV who wrote (237445)7/27/2007 2:07:48 PM
From: dougSF30Respond to of 275872
 
Not at 3GHz clock rates, they won't. And "no special cooling" != "not overvolted" or "not dissipating 150W"