Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 234.72

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2:11 PM EST

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To: pgerassi who wrote (236983)	7/24/2007 4:05:46 PM
From: NicoV	Read Replies (2) of 275872

AMD does have a possible bomb that will blow up Intel's mobile plans all to hell, 45nm Fusion in 2008. Intel would have to stop using any benchmarks using transcoding, 3D generation or stream processing that are favorites through P4 and Core 2 CPUs. All of a sudden, Intel would lose those by a mile. And while AMD could power gate the GPU, Intel couldn't do the same as it has to use third party GPUs for the performance side, since its GPUs leave a lot to be desired in that area. Let's not forget that most of Intels profits come from the mobility group. Even moderate success with Griffin and/or fusion could seriously bomb Intels bottom line.

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