7.
Full of untruths --
1. "Push forward" means earlier, not later, so the title is misleading
2. Q2 50K+700K (939/754) does not include Opterons, which should exceed 200K.
3. Q3 260K+970K -- you've got to be kidding. Why would AMD not transition MOST of 130nm production to S939? The die size is smaller and performance much higher for a given MHz rating. Also AMD again confirmed shipments of 90 nm processors in Q3. Where are those numbers in your forecast?
4. Q4 540K+900K --The total is WAAAY too small since Ruiz again confirmed that K8s will outnumber K7s in Q4. That means 4M, not 1.44M. Also, a brokerage report recently said they expect 500K Opterons sold in Q4.
5. Q1 1200K+250K -- Directly contradicts Ruiz K8>K7 a quarter earlier than this.
Well, if "THE SOURCE" can't quote AMD correctly, why should we believe what "THE SOURCE" says about AMD's production rates a year in the future, no less?
AMD did NOT say they would sell >1M K8s in Q1, they said, the COULD MANUFACTURE 1M K8s in Q1. There is a very big difference between saying that they COULD and saying that they WOULD.
Petz
[Posted by: Petz | Date: 05/03/04 05:28:44 PM]