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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 256.75-0.8%10:30 AM EST
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To: eracer who wrote (210685)9/12/2006 2:51:20 AM
From: jspeedRead Replies (1) of 275872
 
... Clock-for-clock performance of 65-nm rev. G isn't expected to be any better than the current 90-nm rev. F. ...

Incorrect. I think what you mean to say is that clock-for-clock 65nm rev F isn't expected to be any better than 90nm rev F. Of course we don't know what will happen with the speed/power bins.

Rev G will definitely be better clock-for-clock than rev F. Per AMD's analyst day presentation, 50% better floating point performance. Int performance is improved too, but it's not clear how much.

I'm sure every AMD investor would be enamored with Conroe if AMD was producing and selling it instead of Intel.

Here's what I love best about Conroe. Clearly a better mousetrap, yet OEMs are lining up for AMD products anyway.

We all have our theories as to why that is so. Some think that the bleeding will stop next year when C2D ramps to higher volume.

But the numbers that Dell is rumored to be lining up for '07 are shocking. AMD representing roughly 40% of their product line in spite of having much better C2D availability. That completely contradicts the "slow ramp" theory (which even I have been assuming).

AMD is offering OEMS a value proposition that apparently goes beyond the competitive benchmarks that we are seeing. I don't understand it myself. But if Dell's buying off on it, the AMD marketing guys have done their job.
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