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


To: wbmw who wrote (238357)8/8/2007 10:57:20 AM
From: BUGGI-WORead Replies (1) | Respond to of 275872
 
@WBMW - ATI part
I think we agree here. I expect at least 20% Rev. growth
for the ATI part QoQ. On the paper this will look good, but
I don't think this will be enough to show a black zero. ATI
losses will be smaller, but who cares, if the ATI part "saves"
20 or 40Mio., when in the same "sentence" the AMD part burns
400Mio.
I want to see the new (65nm or 55nm) NVDA parts, which should
appear in the next time -> we will see, how much progress
the ATI part could do in that environment -> I don't expect
much.

BUGGI