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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%3:59 PM EST

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To: Joe NYC who wrote (198197)5/21/2006 10:32:20 AM
From: heatsinker2Read Replies (2) of 275872
 
Joe, re Theo Valich's Woodcrest article

There's several interesting tidbits:

1. TDP back up to 80W

2. Intel's power number is typical, while AMD's 89W is worst case. So Theo pronounces parity, although its certainly possible that AMD actually has the lead. But then again, maybe Theo is wrong and Charlie is right.

3. Theo states "Woodcrest CPU is a monster, that's only in single and dual socket terms". But it shouldn't be that simple , right? I assume that dual socket is less of a monster than the single socket, and, of course, Michael Dell tells us the 4 socket Woodcrest system is still a dog.

4. Theo brings up the north bridge issue and an additional 10-30 watts. Can you or anyone else provide some more details on this? Also, there is memory dissipation, where AMD also seems to have an advantage. Can anyone, other than the extremists Doug and Pete, shed some light on this associated dissipation issue?

hs2
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