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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 205.75-4.3%3:45 PM EST

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To: dougSF30 who wrote (228196)3/16/2007 10:16:21 PM
From: Joe NYCRead Replies (2) of 275872
 
Doug,

Most current top models are dual core, and my analogy was between a 2 --> 4 transition (Joe postulates as "crazy"), and the successful 1 --> 2 transition we went through previously.

If I use myself as an example of a consumer and generalize from there, I would have to conclude that 2 -> 4 transition will be worse than 1 -> 2 core transition (from consumer demand).

I am much heavier than average user, and I wanted 2 cores enough to buy Abit BP6 mobo with 2 celeron processors. So I had some pent up desire to get a modern dual core CPU at reasonable price.

I don't really have much desire for quad core at this point because the benefit for me is nearly non-existent. I think that the demands of some 95% of users are much lower than mine.

Looking at AMD roadmap, if AMD has DC at 2.9 GHz and QC at 2.5 GHz, I would much rather have the 2.9 GHz DC assuming equal price. Because of deep price cuts Intel is proposing on DC, while maintaining premium for QC, going DC at great price is a non-brainer. So who is there to prop up ASPs if heavy users like me opt out?

Joe
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