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

To: NicoV who wrote (237479)	7/27/2007 7:51:08 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> It will certainly not come from having the fastest CPU but from selling a large quantity of CPU's. Any idiot can sell lots of CPU's at a loss. Q3 will burn another $400m at least in cash. Q4 around $300m or more. Then comes the usually lower first half. That will burn another $1B. >> It that becomes true, what kind of impact would that have to Intels bottom line? Well if you can get someone to finance a couple $billion in losses, you will accomplish hurting Intel a little bit. It looks like the German gov is making a $360m downpayment.

To: NicoV who wrote (237479)	7/27/2007 11:26:54 PM
From: wbmw	Read Replies (1) \| Respond to of 275872

Re: 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. That's just your opinion. To me, a 4.0GHz Pentium 4 demo when Intel was already shipping 3.4GHz, seemed a lot more real than a 3.0GHz Phenom demo seems today, when AMD is shipping nothing, and only committing to 2.0GHz in the beginning, with 2.3+ GHz "Special Editions" to follow.