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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 251.40-3.2%3:30 PM EST
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To: Joe NYC who wrote (189120)3/8/2006 8:15:50 PM
From: dougSF30Read Replies (1) of 275872
 
Joe, the amusing part was that he first claimed your "p1" was zero, and then, when the issue of "p2" was brought up, decided that p1 must be large, in order to make for the highest overlap, and thus the least benefit.

I don't think AMD necessarily needs the K8L to regain the lead. A high enough frequency Rev F, together with extra L3 cache (likely responsibly for a good portion of the performance Intel showed) might tie or pull ahead. Of course, if the Inq is to be believed, the K8L will open up a 50% lead on FP.
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