Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.27

+2.2%

12:00 PM EST

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To: mas_ who wrote (226236)	2/17/2007 3:55:30 PM
From: Frank13	Read Replies (2) of 275872

mas_ 14 times that. K10, if it dominates Clovertown, could transform AMD's profits. I think Intel will be aggressive in the server space since it has a competitive chip in Clovertown. Your "14 times that" is wishful thinking IMO. And you leave the possibility that Barcelona might be an inferior product. I think AMD is vague when it talks about its next generation chip. It think AMD is not aiming at raw performance advantage but at energy efficiency. Whatever their reasons. Maybe AMD feels energy efficiency is the metric of choice for servers, maybe AMD cannot clock 65nm K10 very high. I think AMD will put the emphasis on energy efficiency when benchmarks will be available.

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