Replies to post #51049 on Advanced Micro Devices Inc (AMD)

[chipdesigner]

Until that perceived pattern doesn't hold.

And it is not speculation, but fundamentals. Win x64, dual core Opteron, Turion, all have the potential to substantially boost CPG earnings, with the first effects (from Win x64, largely) showing up in Q2 earnings.

Also, the new high-volume HP DL385, along with the blades, plus the new Sun Opteron lineup, should also boost CPG in Q2. Perhaps a little in Q1, but not much, I think.