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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST

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To: aleph0 who wrote (235558)7/3/2007 4:56:04 AM
From: BUGGI-WORead Replies (5) of 275872
 
@Aleph - Barci
"
2.60GHz can deliver 21% performance gain compared to quad-core Intel Xeon 5355 (2.66GHz) in SPECint_rate2006 and 50% speed improvement over Intel Xeon 5355 in SPECfp_rate2006
"

Use the existing 3G Xeon and you end at +10% at Int-rate
and 40% FP-rate. Thats really bad, because "rate" way
overestimates the real benchnumbers for many many apps
and 2,6G is nowhere insight, instead they will use 2G cores
at the start. Stop please, the more news we get, the more
bad it sounds for AMD. I do not want to know at this point,
how good IPC for the Dual Core K10 versions seems to be.
I'm thinking, that the higher end K10 DC versions will compete
with 2,66-2,8G Intel C2D stuff at best. What did AMD all the
past years?
-> Reminder: 3G 1333MHz will go to 266$ this month.

-> AMD: unbelievable disappointing

edit:
I think, we could also forget the first half of 2008 for AMD,
the only hope now is the 45nm process which I expect to come
online at the end of Q3 -> Q4/08 = volume output, if AMD is
still in a company-mode, which I highly doubt.
-> 1-1,5B loss in 2007 in front -> 1. half of 08 again 1B
loss -> second half = 500Mio. loss at least -> too much when
you ask me.

BUGGI
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