Replies to post #72829 on Advanced Micro Devices Inc (AMD)

[P2O I'm from MO]

highlandpk,

Keep in mind theses are orders placed by the distributor and
the expected delivery date for resellers to purchase from
the distributor. Don't try to read more than what is there. :)
Orders are always being modified, somtines up, sometimes down,
deliveries accelerated and delayed.

Regards,
Mike.

[chipdesigner]

Woodcrest launch is supposed to be next Monday, Conroe on July 23, Merom in Aug.

[Snowrider2]

highlandpk,

Your notes indicate delivery of woodcrest in Aug with Conroe delivery for early July. Isn't this contrary to the reports from the Inq about Intel attacking the sever market first, then DT and finally mobile? I wonder if it has anything to do with FB DIMM availability?

IMHO Woodcrest volumes will primarily move through OEM channels rather than distributors or resellers. So I expect the distribution channels to lag OEM's on Woodcrest shipments. On the other hand, Conroes are much more likely to move well in both segments.

Snow