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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.74

+0.3%

3:59 PM EST

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To: dougSF30 who wrote (218613)	12/3/2006 2:32:18 AM
From: Petz	Read Replies (1) of 275872

Doug, the reason to concentrate initially on 4S is simple -- Intel has a terrible infrastructure for 4S and we can expect that 4S quad-core Intel systems will only outperform 2S quad-core by at most 40%. But in AMD's case, the higher connectivity between cores means that 4S quad-core will gain 60-70% in perrormance over 2S quad-core. In addition, the dual-FSB chipsets and motherboards are very expensive compared to "direct connect." Put it all together, and AMD can charge $500 more per CPU than Intel in a 4S sytem, and still have a much better performance/cost ratio. As an AMD investor, I'm salivating at the opportunity to charge an extra $500 per CPU because Intel is limited by the FSB. re: <2S much bigger market than 4S> This will become less and less true. The largest server customers are not buying 2S servers in quantity ONE, but many servers to meet their needs. Now that AMD has made the 4S server have a higher performance/cost ratio than 2S, 4S servers are rapidly replacing 2 to 3 times as many 2S servers.l jPetz

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