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Re: yourbankruptcy post# 29878

Saturday, 03/27/2004 10:16:56 AM

Saturday, March 27, 2004 10:16:56 AM

Post# of 98354
yourbankruptcy, rupert, is there any reason we should take those K8 projections seriously? I just don't see it. Every indication is that production is going well (AMD is hitting their road map for new product), more products using AMD64 come out every week and there seems to be a lot of interest among the buying public. AMD continued guidance for Q1 while Intel guided down slightly.

So we have one rumor attibuted to a Taiwan site, translated by who knows whom (was this Bablefish?), showing a volume projection from AMD which would mean a lower market share than they have had in my memory.

What are the possiblities?

1. The rumors are true and AMD is going under;
2. Mistranslation;
3. Numbers refer to a region, not world wide;
4. Rumor started by Intel surrogate as disinformation;
5. The reporter got his numbers wrong.

Hardly seems time to panic.
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