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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.87-0.1%Dec 23 3:59 PM EST
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To: pirasa2 who wrote (238319)8/7/2007 10:19:21 PM
From: graphicsguruRead Replies (3) of 275872
 
With respect to server units, be very careful how you count. Some
"server" stats include towers used as shared filesystems that are
neither xeons nor opterons. I don't know whether or not they
still do it, but at one point Google was using immense piles of
Celerons because node performance was entirely dependent on
dram. When you actually limit things to Xeons and Opterons, I think
the numbers are smaller than you quote.

It's true that AMD is drumming about energy efficiency, but it rings
hollow to me. First, the Intel G0 stepping of Woodcrest/Clovertown
impressively reduces power. Second, the Hi-K dielectrics of Penryn
are even more impressive. Third, when you consider performance/watt,
the higher performance of Intel's parts more than makes up for the
extra power in the fbdimms & MC. From a data center perspective, the
relevant measure is total power per node. My measurements of
Woodcrest vs. Opteron for my apps indicate about a 10% advantage
for Opteron in power, but a greater than 10% performance advantage
for Intel. Clovertown or Penryn vs. Barcelona only shifts things further
to Intel's advantage.

Note that Hector said in the recent conf call that we should not
expect really significant Barcelona volume until Q1. So you are much more
optimistic than he is.
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