Advanced Micro Devices Inc (AMD)

[plyngso]

Depends. That is one argument. Another would be to start where you'll be feeling the most pain, which, between desktop and server in Q207 would definitely be desktop. But the ramp combined with related Osbourne issues probably does outweigh in favor of server.

Of course, to fpg, this is a "glass half-empty" view, and AMD will probably instead be releasing across all segments instantaneously.
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