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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 242.19

-1.7%

Feb 3 3:59 PM EST

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To: Gopher Broke who wrote (220244)	12/13/2006 12:56:28 PM
From: cruzbay	Read Replies (1) of 275872

Gopher Broke: Thanks a lot for posting a link to the remarkable scientia blog. His comparison of the future roadmap for AMD and Intel ("Walking into a mirror") was very detailed, informative, and even-handed. I did like this choice comment, though: "Intel's 4-way server chipset won't really pull Intel even with AMD. Clearly, this will be a stopgap until Intel can release a new socket with integrated memory controller in 2009. However, Intel has no choice but to offer a stopgap chipset since the P4 Xeon will be completely outclassed by K8L." His other entries appear far harsher on Intel, although from my perspective this is much more self-inflicted and competitive reality than bias. The graphs in the Supercomputing article show a clear trend of ascendency on AMD's part, along with a huge Intel decline. The analysis of Intel's Q3 results ("Intel's bluff") is must reading for investors in either company. I would strongly encourage all AMD longs to read his blog in its entirety, and the bashers would do well to read it as well, although a profound depression may result. All: Enjoy! scientiasblog.blogspot.com

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