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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 246.76-0.5%Nov 14 9:30 AM EST

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To: Petz who wrote (226984)2/28/2007 1:37:50 PM
From: Ali ChenRead Replies (3) of 275872
 
"All I assumed was a 20% increase in IPC"

John, you are focusing on a narrow range of processor's applications. SPECrates are not visible or sensible to general public, where the bulk of PC sales have been and always will be. 4- or 8-16-way servers bring relatively small volume of CPU sales, it is inconsequential to focus on little possible advantages the current Barcelona could theoretically bring.

The major issue is that current Opterons are 50% behind Core2 in major, single-thread performance, as per most recent SPEC2006 (66% in INT, and 32% in FP). 20% or even 40% increase in IPC (which IPC do you/they meant BTW?) will not bring AMD any performance crown, with all associated disadvantages in marketplace.

Regards,

- Ali
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