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Technology Stocks : Advanced Micro vs Intel (AMD / INTC)

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To: dougSF30 who wrote (2281)9/9/2007 8:12:27 PM
From: wbmw  Read Replies (3) of 2596
 
Doug, don't bother. Mas is delusional. I'm done with the HPC nonsense, anyway. If AMD has an advantage here, so be it. It's a small percentage of the market, and Intel will continue to drive some wins due to clocking much higher than AMD, and offering 1600 MT/s FSB parts next quarter, along with Harpertown and Stoakley.

I'm more interested in server apps, actually. That is where Barcelona will live or die. So far, SPECint_rate looks terrible on Barcelona, and I'd like to see how closely that extends to TPC-C, SAP, SPECjbb, SPECweb, and others. If Clovertown continues to perform better, especially with the 2.33GHz lower TDP parts, then it's game over for Barcelona as far as I'm concerned.
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