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

To: david1951 who wrote (244545)	12/17/2007 11:40:57 AM
From: dougSF30	Respond to of 275872

The issues are: $2B revenue required for breakeven, essentially no Barcelona shipments even in Q1, the downward seasonality of Q1 and Q2 08, and Intel launching and ramping 45nm across the board.

To: david1951 who wrote (244545)	12/17/2007 11:49:53 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 275872

>> I think that the right marketing, coupled with product delivery could stem the tide. Have you seen the indications that the real problem with K10 is its performance in virtualization ? With performance penalty of 50% with the TLB BIOS patch ? It seems to me to be confirmed from AMD's evasive response. It also appears consistent with them saying HPC work is not adversely affected. If it turns out that current production K10 is unsuited for virtualization, pretty much all sales of K10 will stop until the issue is actually fixed in the silicon. I think my estimate of -800m was optimistic. (on the AMD favorable side). Regarding stock price, there is still more to be expected from year-end tax loss selling.