Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 243.98

+4.5%

3:59 PM EST

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To: mas_ who wrote (249008)	3/20/2008 6:40:37 AM
From: graphicsguru	Read Replies (1) of 275872

Tulsa was not a dud Huh? Tulsa was an overly expensive, power-hungry, relatively poor performer. During its tenure, Opteron took all kinds of 4S market share. In what way was it not a dud? Cache size. And nothing else. All flavors of 4S Opteron looked very good vs. Tulsa. And they look pretty bad against Tigerton. Which is why AMD is losing share. Except if you look only at spec-fp. Which is why AMD has some high-profile HPC wins that didn't care about the TLB issue. I don't think the 4S space will be getting any better for AMD. 4S Barcelona isn't competitive for anything but HPC at its current clock speeds. Soon 4S Opterons will be competing against Dunnington and 2S Nehalem as well as price-reduced Tigerton. It's not going to be pretty.

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