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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 258.86

+9.0%

Nov 12 3:59 PM EST

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To: mas_ who wrote (249012)	3/20/2008 7:02:35 AM
From: graphicsguru	Read Replies (1) of 275872

Paxville was an absolute disaster. And you're right -- most of AMD's gains were against Paxville. But Tulsa was only good enough to stop Intel's bleeding. Which is why I call it a dud. Here's what Anand said about Tulsa: anandtech.com "In applications where the large L3 cache doesn't play a big role, the relatively poor server performance of the "NetBurst" architecture becomes visible again: our MySQL benchmark runs a lot better on the AMD Opteron and Intel's newest Core architecture Xeons. Power consumption is still rather high though, and the HP Opteron server consumed over 230W less. In a nutshell, the new Xeon MP will have a hard time convincing people who are leaning towards an Opteron server or want the best performance/watt." Any honest comparison of Tigerton/Dunnington vs. 4S Barcelona will come up with a very different looking picture than the above Tulsa vs. Opteron remarks. Tigerton is a FAR larger improvement over Tulsa than Barcelona is over DC Opteron. So the competitive situation has changed dramatically. And Dunnington and 2S Nehalem are around the corner to change it further.

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