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Re: I_banker post# 49691

Tuesday, 12/21/2004 10:50:11 PM

Tuesday, December 21, 2004 10:50:11 PM

Post# of 97828
I_banker, your interpretation doesn´t match AMD´s earlier projection of crossover in terms of wafer outs in summer 05. That´s why I´m using the more conservative interpretation, until/unless there´s an update on that. I´m being conservative because so far AMD has missed my ramp expectations/their projected expectations one quarter after another, for a long time now.

Heck, I hope Hector didn´t mix things up in that statement.







Keith

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