Advanced Micro Devices Inc (AMD)

[sgolds]

Elmer, evidence: The official release date of Opteron is April 22. Now, you know the lead times in production. Thus, in order for there to be demonstratable product in systems (by Newisys, for instance) on April 22 then there has to be manufactured product well before now.

Otherwise you are arguing that April 22 will be a paper launch, no product. I don't know how much quantity will be available on April 22, (I expect the Opteron ramp to be cautious), but to expect an announcement with this buildup but no product - that sort of expectation would be incredulous.

Thus, that is my evidence: The physical impossibility of April 22 system introduction without final product available to OEMs already.