Advanced Micro Devices Inc (AMD)

[wbmw]

Re: your 7,5% for 07 is on the optimistic side in my book. However, single digits might be the ballpark.

You mean in terms of Barcelona as a percentage of AMD's total server sales? I think this would really hurt them. They may win the benchmarks, but I expect Intel to ramp quad core to 50% of servers by the end of this year. I think AMD would have to ramp faster in order for Barcelona and derivatives to give them a competitive advantage, at least as far as the customers buying these servers.