Replies to post #6499 on Advanced Micro Devices Inc (AMD)

[kpf]

AMD is probably about to outperform inteL.

Highly probable. AMDs production sweetspot is higher than their sales sweetspot now:
Todays pricelist starts with 2000+ desktop model. In Germany we see this model with packaging weeks from current month, and a Barton Model 2000+ Model (@1600MHz) already showed up: Thoroughbreds EOL is already visible.
Assuming every waferstart today -apart from Hammer- is for "new" Barton-Cores (the ones MP2800+ is packaged from), it is just a matter of one more quarter that your assumption will be obvious for everybody - that is across the board and not only for the Hammers phasing in exactly at that time. Adding the FASL agreement to be inked at the same time plus growing Flash-Shares plus turnaround makes the stock look more like a rocket on the ramp than the "runway" picture AMDs management is currently using.

K.