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

To: Elmer Phud who wrote (264895)	11/6/2010 12:13:47 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"I see you've made your bi-weekly driveby denial post." Where is the denial? "You are apparently the only person who could look at that slide and not see bulldozer clearly started in 2010." Projecting again, Elmer. There were others who pointed out exactly the same thing. "Does it show "Bulldozer" Core starting in 2010?" It is ambiguous as to exactly what that means without the audio. If you look at the part where it talks about the actual chips and not the technology, you see Interlagos and Valencia in 2011. "Who is telling the trust and who is full of it?" I don't know who would be telling the 'trust', but you are full of it...

To: Elmer Phud who wrote (264895)	11/6/2010 1:52:12 PM
From: Mahmoud Mohammed	Read Replies (1) \| Respond to of 275872

Elmer, Re: "... Does it show "Bulldozer" Core starting in 2010?" Clearly showing "BSdoozer Core" in '10 ... Let the "banning" begin. Mahmoud

To: Elmer Phud who wrote (264895)	11/6/2010 10:43:02 PM
From: Mahmoud Mohammed	Read Replies (2) \| Respond to of 275872

Elmer, Re: "... Does it show "Bulldozer" Core starting in 2010?" It's here !!! Dancing in der aisles Bulldozer has taped out, the earth has moved More analyst day dirt dug up by Charlie Demerjian, November 11, 2009 "THREE VERY INTERESTING tidbits snuck out in the Q&A session at the AMD analyst day today. It seems that Fusion and the new cores have taped out and are at the fabs. The new cores were said to begin sampling to OEMs in 2010. When pressed on the timing of tapeouts, one AMD spokesperson said that the fabs were 'running product now'. That means the chips have taped out and the fun is about to begin. f you are pessimistic, you could see this as the Bulldozer and Bobcat cores being massively late. Given that they were on the roadmap for 45nm and delayed about 2 years ago to 32nm, this has a ring of truth to it. Because it was a planned move, and one that rationalizes a likely untenable earlier schedule, I don't think this is a delay, or even a bad thing. The 'delay' probably avoided another "Barcelona". Mahmoud

To: Elmer Phud who wrote (264895)	11/8/2010 11:13:55 AM
From: fastpathguru	Read Replies (1) \| Respond to of 275872

Does it show "Bulldozer" Core starting in 2010? Starting what? Where is what the start of that arrow represents defined? It also shows Magny Cours "starting" at the beginning of 2010, yet it didn't hit the market until the very end of Q1. Given that there is no definitive interpretation of that slide, what you're really trying to do is get everyone to accept your interpretation. And we all know that your interpretation of anything AMD related is worst-case and only depends upon your argument-du-jour. Without the benefit of hindsight, the AMD side could very well be touting that slide as evidence BD would be released in 2010, and you'd be claiming it isn't... And again, anyone claiming something definitive about that slide would be wrong. Because it's simply NOT DEFINITIVE. fpg