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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: pgerassi who wrote (198071)5/19/2006 10:56:21 PM
From: MagratheaRead Replies (1) of 275872
 
No, I didn't forget. I imagined DELL making a case (of debatable credibility) that a 2P Woodcrest would do 80-100% of the work of a 4P Opteron on some workloads. Weasel words. Benchmark specific. But worse has already been done.

Yes, Linpack is ideal for Woodcrest with just small enough workset to sit in cache.

Yes, Woodcrest will suck at HyperTransport loving applications. That won't stop the smoke and mirror hype.

Like Pravin, I can't figure out why DELL is waiting until the end of the year to sell the 4P Opteron. They've been working with Opteron internally ever since launch. They are not ready to roll one out tomorrow? That stinks worse than yesterday's fish.

You can't fall in love with a stock, even if you are in love with a technology.

Is AMD at 35 going to reach 70 sooner than
INTC at 18 is to reach $36?
Is it as likely?
Is the probability of 20% loss the same?

The thing that kept me in AMD at $40 was the "tripling" of facilities: Adding FAB 36 and CHRT to FAB 30 with Fishkill for insurance. But are they going to be making the right stuff? June 1 is important for an answer.

I think the week after will be a net gain for INTC. For the convention to be a net win for AMD, June 1 has to be the unveiling of something exciting with detail coming out at the convention. Otherwise, it will be NGA here, NGA there and K8 is history.

-Magrathea
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