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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 220.20

+1.1%

11:27 AM EST

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To: pgerassi who wrote (156618)	4/17/2005 1:59:16 AM
From: KeithDust2000	Read Replies (1) of 275872

Pete, I looked at Xeon DP 2MB L2 at 3.6GHz and it loses to a Opteron 252. It would still lose, if it had increased clock to 3.8GHz. It still loses, if it also got double the L2. It still loses, if it had a 1066MHz FSB. That is not the case. The two are fairly close, while Xeon has the lead in most of the high-profile standard server benchmarks. I´m thinking TPC-C, SAP SD 2-tier, SPECjbb2000, Microsoft MMB3 and so on - Anand´s database test was also revealing. Opteron 280 will be out by Q4, possibly even Q3 of this year. This would be nice if true, but I´m comparing current roadmaps from both manufacturers without taking wishful thinking into account. It is true that INTEL´s roadmap could slip, we´ve seen how that happened to AMD´s 252 as well, but that is not something I can project. Thanks for sharing your ideas!

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