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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (118249)	4/3/2004 5:44:54 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Jozef: With INTC problems mounting by the day, AMD is positioned to be much, much more wildly profitable than in Westmount's worst nightmare! Current AMD trends are more positive than at any time in its history. Current INTC trends are more negative than at any time in their history! The diverging performance pathways of AMD and INTC has not happened overnight. Everything began to change, in a relative performance sense, the day Dirk Meyer brought "spry Athy to the marketplace. Wave 1 was "spry Athy" which garnered much in the way of enterprise attention but little in the way of enterprise revenue. Wave 2(a) is Opteron, which in one short year has all the biggies, with the noteable exception of INTC's subsidiary, Dell, climbing abaord the Opteron express. Significant enterprise wins are beginning to flow in setting the foundation for an explosion in workstation and light mobile k8 wins once 90nm becomes mainstream and MSFT finalizes their software. Wave 2(b) is MirrorBit which by yearend will, in all likelihood be as important a contributor to AMD's future flash plans as is Opteron to AMD's k8 plans. Wave 3 occurs when the enterprise floodgates open up in response to 90nm workstation and light mobiles with their unparrallelled price/performance advantages over anything the compeition can offer. Waves 2 and 3 are likely to hit full force by the end of FY04. The ripples are already hitting the beach!

To: Joe NYC who wrote (118249)	4/3/2004 9:45:56 PM
From: ptanner	Read Replies (2) \| Respond to of 275872

re: "One bent socket pin and the CPU won't work!" I am curious about the relative stiffness of present CPU pins and those in the 'Socket 775.' Basically, how likely can the pin simply be rebent to the proper alignment? Or is it somehow possible to think the CPU is inserted, crank the clamp and flatten a pin? I also think the mobo side is less prone to being bent in the first place since inserting a CPU is a time I am very careful (as opposed to mostly careful when handling CPUs bare). The rim of the plug ought to provide some protection? And perhaps it will ship with a 'blank' inserted there or cover to provide physical protection in addition to that provided by the remaining packaging. And lastly... I wonder if the selection of which piece has pins vs sockets is essentially arbitrary and Intel has simply shifted this risk component to the motherboard manufacturers? While replacing a motherboard is far more involved than a CPU it is also likely less expensive. However, I have never kept a spare mobo on the shelf but have always maintained a spare CPU just in case my adventures prove too exciting. I am sure THG or another site will explore this area of concern much as they did the HSF falling off (though I do consider this a more likely cause of trouble). -PT