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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST

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To: dougSF30 who wrote (189089)3/8/2006 7:14:09 PM
From: Joe NYCRead Replies (3) of 275872
 
doug,

I think what eracer was trying to say is that if you get a performance increase due to low latency DDR2-800 (alone) of p1 percent, and performance increase due to cache size increase (alone) of p2 percent, both of the enhancement will not increase the performance by p1 * p2, but a little less, because there is some overalap between these 2 enhancements.

When it comes to late Q3 and Q4, and Conroe is shipping, AMD will need a performance increase from the new core (K8L) to regain performance lead.

Joe
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