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

To: graphicsguru who wrote (249007)3/20/2008 5:58:02 AM
From: mas_Read Replies (3) | Respond to of 275872
 
Next quarter the share will swing back when Barcelona is on sale with all the OEMs. Tulsa was not a dud it's just that AMD had no quad-cores when the competition did.



To: graphicsguru who wrote (249007)3/20/2008 12:10:58 PM
From: wbmwRead Replies (1) | Respond to of 275872
 
Re: Assuming Gelsinger knows what
he's talking about, that's a good amount of profit simply
gone. Anyone want to estimate how much?

Let's call it a 25k unit shift at $1k ASP. That's only worth about $0.04 to EPS.



To: graphicsguru who wrote (249007)3/20/2008 1:38:26 PM
From: combjellyRead Replies (1) | Respond to of 275872
 
"The stupid thing is that AMD didn't foresee this and
react by dropping the price of 4S opterons to a very
small premium over 2S opterons (20% or less) in an
effort to move the sweet spot of the industry over
to 4S servers."

Have to agree. It was an obvious move that they didn't make.


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