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

To: Tenchusatsu who wrote (238445)	8/9/2007 4:44:04 AM
From: BUGGI-WO	Read Replies (3) \| Respond to of 275872

@AMD Q4 I can't understand, how a person could dream about 30% or even more in Q4 for AMD with that disappointing product-lineup . They will have no new desktops untill the very end of Q4 or even Q1-2008, so the current Brisbane situation, which is very bad, will even worse and there are people who predict huge marketshare gains! Living on a different planet I would call that. The only thing AMD could do (try) is to lower prices even more just to hold marketshare. The 22-24% mark should be a HUGE hurdle in the coming quarters - with that they could reach AT BEST around 17Mio. units overall in Q4, when we are very generious it could be a 18Mio. number, but this is my EXTREME optimistic scenario. BUGGI

To: Tenchusatsu who wrote (238445)	8/9/2007 4:44:41 AM
From: pirasa2	Read Replies (1) \| Respond to of 275872

stop acting like a dork. I am not splitting hairs. Read a post fully before hitting the reply button. Anything that comes from any one's mouth at this point regarding Q4 2007 is a scenario. I presented two scenarios. I am asking myself the simple question "can AMD attain cash flow neturality in Q4 07?" It can happen in a wide variety of ways. The Barc side can perform strongly, if not, the K8 side may break out. I haven't even gone into ATI, that may also present an upside. You cannot even fathom a Q4 06 market size of 70 million units, claim that AMD sold just 13 million units in Q4 2006, which is utterly insane, and cannot counter the claim that AMD has the capacity in place to produce 23-24 million CPUs in a single quarter. Hush hush, better not respond any more to numbers, your remoteness to the CPU industry and AMD is showing. Instead accuse the person coming up with the numbers of splitting hairs every two posts. Nice going Tench.