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

To: pirasa2 who wrote (238390)	8/8/2007 2:22:06 PM
From: BUGGI-WO	Read Replies (4) \| Respond to of 275872

@Pirasa - K10 intro It seems like you doesn't get the big overall picture, which we discussed here a few times. Barcelona will look good in Servers, mostly in MP systems, no question, but ask yourself what AMD could command for the "old" lines at this time and this will be still the wast majority of sales in the first 1-2 quarters at least. Keep further in mind, that Intel puts new CPU and Chipset modells in place -> you could estimate, what prices you could get for a 2G part, you could be sure not that much. In the desktop area you are hopefully well aware of the ongoing ASP crunch - looks brutal for AMD. Look further to Intels Q6600 which is NOW!!! at 266$. Go ahead in time, when AMD launches Desktop parts (Q1-08) and look what Intel will be able to do at this point. A Q6600 will be a 180$ part - very likely and I'm not speaking about the new Penryn parts, which have even higher IPCs. A 2,6G K10 QC Desktop part will be a 160$ CPU in Q1-2008, not more and try to guess, what AMD could get for old DC parts, not alone K10 DC. And it should be clear, that Brisbane will be by far the major volume driver in 2008. Brisbane = Sempron at this point. BUGGI