Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

Jan 20 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dougSF30 who wrote (196386)	5/11/2006 1:33:14 AM
From: Petz	Read Replies (1) of 275872

Doug, he made clear that STABLE PART OF CURVE <> FLAT. The "curve" he is referring to is average CPU performance. FLAT would = twiddling thumbs. It ain't that. It just means that Intel's average (of all CPU's) performance level will be rising faster than AMD's, for a period of time of at most 6 months. (You seem not to have caught the "time limitation" that second half implies.) Intel's Conroe/etc. is NOT a "step function" -- it is an inflection point in the average performance curve where the slope increases as they start ramping the faster parts. Seeing as in 4 of 5 areas of competition - server, performance desktop (FX/Athlon 64/various P4s), budget desktop (Celeron/Sempron), high-end notebooks, low-end notebooks -- AMD has already a 10-20% edge (more in servers) in absolute performance, the curve of average Intel CPU performance will probably never meet the curve of average AMD CPU performance. Petz

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next