Advanced Micro Devices Inc (AMD)

[Snowrider2]

highlandpk,

Your notes indicate delivery of woodcrest in Aug with Conroe delivery for early July. Isn't this contrary to the reports from the Inq about Intel attacking the sever market first, then DT and finally mobile? I wonder if it has anything to do with FB DIMM availability?

IMHO Woodcrest volumes will primarily move through OEM channels rather than distributors or resellers. So I expect the distribution channels to lag OEM's on Woodcrest shipments. On the other hand, Conroes are much more likely to move well in both segments.

Snow