Replies to post #7902 on Advanced Micro Devices Inc (AMD)

[yourbankruptcy]

sgolds, c'mon. Intel designs and delivers. AMD designs and sometimes delivers. Big OEM's are very afraid of "sometimes".

Does anyone recall the Opteron sales estimates, posted around this winter? I recall something like 10,000 in Q2 and 50,000 in Q3. I also recall they promised 1/2 of all wafer starts to be 90 nm by the end of the year, and there is no Athlons at 90 nm.

The fact that they missed badly this Q tells me that the amount of Opterons sold must be in the 10K range, otherwise that would improve the numbers visibly.

Do you think they will tell the exact number in July call?

[kpf]

sgolds

AMD did well not to communicate Opteron as an Itanium killer.
But considering K8 is still in its early juvenile stage clockspeedwise and considering there is a lot of headroom in FP to be realized from next week going forward I would be surprised if Opterons will not in fact be closer to Itanium than to Xeon performancewise at this year's end already.

As for "owning the computing world right now": Naah...
Its a lot more than financials alone. I dont see any evidence at all a K8 Desktop-product is manufacturable in volume (of some millions per quarter)- at least not at the current node.
And next node's product is still a year away from today.

K.