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

To: Sarmad Y. Hermiz who wrote (237475)	7/27/2007 4:40:46 PM
From: NicoV	Read Replies (2) \| Respond to of 275872

>As is the prediction you cited of 3.0 GHz K10 available for delivery this year. My point is that AMD predictions lately do not come true. At least it's a more realistic demo than the P4 4GHz on ice a couple of years ago. To me it looks like a real product, and 3Ghz quad core now is much more than what I hoped for a couple of days ago. Anyway, 3Ghz quad cores a more trophy CPU's just for bragging rights than anything else. The real volume in the next couple of years will remain dual core, and it looks more and more that AMD will reach clock speed and IPC parity again with Intel. That should be enough to survive nicely. Bob Rivet mentioned both in de earnings CC and the analyst meeting that it was clear that to be profitable AMD would have to move the top line (probably above 2B) and still he believes to be profitable for entire Q4. That would mean a large unit growth in the next 6 months, like at least 40% or so. It that becomes true, what kind of impact would that have to Intels bottom line? AMD seems cofindent that they will reach that high target. The only reason I see is that they will get more unit market share because of the design wins in the commercial market. It will certainly not come from having the fastest CPU but from selling a large quantity of CPU's.