Tuesday, June 27, 2006 12:57:57 PM
Mas and Tiger64,
Whether the ship date is July 5th or July 13th etc.. The point worth noting is that these products are available in the first couple weeks of the third quarter. This means Intel will have the Xeon 5100 series products available ALL quarter. This will not bode well for AMD because AMD makes most of their profit from high margin server products. The Xeon 5100 products are going to put a real dent in AMD's Q3 sales and you should expect AMD's stock price to drop along with their server CPU prices. Good luck!
Snow
Whether the ship date is July 5th or July 13th etc.. The point worth noting is that these products are available in the first couple weeks of the third quarter. This means Intel will have the Xeon 5100 series products available ALL quarter. This will not bode well for AMD because AMD makes most of their profit from high margin server products. The Xeon 5100 products are going to put a real dent in AMD's Q3 sales and you should expect AMD's stock price to drop along with their server CPU prices. Good luck!
Snow
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