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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.11+0.1%Dec 24 12:59 PM EST

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To: dougSF30 who wrote (199950)6/1/2006 8:30:55 PM
From: Dan3Read Replies (1) of 275872
 
Re: Imagine, a 4GHz Conroe will use about the same power as a...

Doug - You keep comparing last year's AMD part to next year's Intel part. I don't think you even realize what you're doing.

At this point in time, AMD's 90nm, old non SiGe parts have about the same power consumption as Intel's future, 65nm, SiGe Parts.

Future 65nm SiGe Conroe is (IIRC) 65W at 2.66ghz while AMD's old 90nm non SiGe Athlon is 65W at 2.4ghz. Intel's future 65nm SiGe Conroe is 80 watts at 2.9ghz while AMD's old 90nm non SiGE is 89W at 2.8ghz.

By the time Intel is shipping in any significant volume, AMD will have bumped things several notches.

Following that we have a pipeline full of significant AMD advances coming - SiGe on 90nm, the shrink to 65nm, SiGe on 65nm, then K8L.

Intel hopes to produce volume Conroe, Merom, etc. and eventually bump the clock by a third.

That's nice, but it just isn't the end all, be all that you seem to see it as.

Conroes look OK - now Intel just has to figure out why Intel needs 7 times as many people to produce each chip.
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