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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 257.55+1.5%2:26 PM EST

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To: combjelly who wrote (221801)12/30/2006 3:29:57 PM
From: RinkRead Replies (1) of 275872
 
CJ, just adding to your reply Spec_Int performance might be a tad lower for K8L compared to CMW. All in all very good competing solutions.

I'd rather see AMD the darling of the enterprises. I think it'll move into that direction although not quite reach that status. Sufficient for another move upwards between close to intro date and Q4/07.

A relevant background thought is that I am not convinced that CMW is going to clock as high as some unofficial roadmaps put it, very far into the 3GHz+ domain. I continue to see insufficient reason why Intel's 45nm should be as much a boost as those roadmaps presume. We'll see.

Regards,

Rink
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