We believe that AMD aims to change the competitive landscape in 2008 by quickly increasing its quad-core chip shipment volumes, along with increasing shipments of its latest discrete graphics processors. However, AMD must first deliver a revision of its quad-core Opteron, a version dubbed B3. TBR believes the B3 revision is vital to AMD's ability to improve its 2008 financial performance since it will open the door to higher quad-core shipments. TBR believes AMD's quad core chips will allow the company to improve its competitive position versus Intel. With more competitive chips, AMD can raise additional revenue by commanding higher prices. www.tbri.com.

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