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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.25+5.4%10:06 AM EST
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To: DDB_WO who wrote (225467)2/6/2007 5:40:50 PM
From: dougSF30Read Replies (2) of 275872
 
So what do you expect to see during summer? 2.5 GHz Barcelona vs. 2.66 GHz Clovertown or an even faster Intel offering?

Well, let's see:

1. AMD won't have any 120W parts this summer, if DT is correct. They show them entering production in Q3, so I wouldn't expect them before October.

2. That aside, Intel has a 3GHz Clovertown they can deploy whenever they choose.

3. Finally, I expect that Core2 will maintain an integer advantage clock/clock. Combined with a ~20% clock advantage, one can understand why Otellini is comfortable stating that Intel will maintain performance leadership. (And late this year, Penryn 45nm upgrades arrive, followed by the Nehalem death-blow in H208.)
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