The problem for AMD is that a poor launch will hurt the company financially; according to Freedman, a successful launch runs the risk that OEMs won't be able to get the chips they need. "We believe OEMs have contingency in place in case they run into issues releasing new Puma based products," Freedman said in his note on Thursday. "We believe a successful Puma launch could create a double-ordering scenario as OEM contingency plans would be unfulfilled, and as a result demand would fall short of order rates. We believe our estimate revisions yesterday are still in-line with our expectation for a slower Puma launch."

Idiocracy.

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