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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: pgerassi who wrote (254063)	7/15/2008 6:07:22 PM
From: eracer	Read Replies (1) of 275872

Re: You can't have it both ways. Either Nehalem is a quad core with an IGPU, which uses a lot of power and can do much for HPC type work or its a dual core which will be not really all that useful in places outside of games and such. Trouble is that for certain areas like de/encoding and rendering, a GPU core is far batter at it than any CPU core. So Fusion with a dual K10.5 core with a R700 class core (HD4200 size), which alone will do the encoding and rendering far faster than all four of Nehalem's high end desktop cores. How many mainstream video encoding and rendering applications will be running on production Fusion parts within the next year? The answer is zero because there will be no consumer Fusion parts available. Nehalem wins again. Why would anyone who is semi-serious about encoding and rendering on the GPU limit themselves to low-end integrated graphics when they'll be able to get a <$150 discrete card with 5x the performance? Perhaps you should tell AMD to landfill those 4850 and 4870 cards and tell them to sell only 780G integrated graphics in the future. Leave the 10x gaming performance increases over Phenom/780G to Intel and NVIDIA instead. In essence, AMD will raise the bar of what is considered low end (value) mobile. AMD did that starting at the end of February of last year with the launch of the 690G. Could you please remind us of AMD's total net income since Q1 2007 to explain how having a chipset with decent integrated graphics has turned their business around? As for DirectX 11, it will be a large marketing point. The same as 10.0 was. When you buy a mobile, you are stuck with it for 3 years. It is only marketing though. The mobile 780G can't play games in DX10 mode at reasonable speed and native screen resolution since the day it was launched, and won't for the next three years. Would it be good marketing if Fusion was delayed yet again to get a check-the-box feature working? AMD needs to concentrate on getting a working Fusion part out the door, and not on adding one extra bullet point to a feature list.

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