Combjelly, Re: "I think the odds are pretty good for a small loss at worse, and a small profit at best. The P4 shortage helps, as does the rebound in flash demand. Neither is huge, but there it is."
Analysts are projecting a loss of $0.28 per share. There may be a Pentium 4 shortage, but I don't think it's nearly large enough to give AMD a $0.28 per share increase in income. I don't think a rebound in flash will change all that, either. I've also not seen any indication that flash will significantly improve in Q4, but I have heard that Intel has moved flash production to .13u, which may put pressure on AMD.
Re: "Tbred should have a significant cost advantage, and Northwood won't have a performance advantage."
I don't know how much the cost advantage will be for Thoroughbred, but you're definitely wrong on the second count. Northwood will have double the L2 cache, which should definitely improve performance, and this was additionally backed up by Paul Otellini during the Q3 CC.
Re: "Q3 was bad for AMD because they didn't keep up, performance-wise, for what ever reason. That has changed."
Yet again, you and others have proved that many in this thread equate processor performance with the livelihood of the company. Although performance is a factor, and it helps to sell CPUs, it's only one factor in making the business successful.
wanna_bmw |
