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

To: Joe NYC who wrote (121865)	5/18/2004 9:22:20 PM
From: niceguy767	Respond to of 275872

For single-processor systems, the Opteron 150 looks like the fastest x86 CPU on the planet. Huge implications going forward for both AMD and INTC, based upon the superior performance evidenced by the new 50 series of Opterons! (Do you get the feeling that AMD has just begun to scratch the surface with their k8 rollout? These benchmarks provide some insight as to why AMD and its bankers are revving up so quickly...I mean the announcement of the new fab last November had to be predicated upon something more concrete than wishful thinking...I have a feeling we've just caught our first glimpse of what all the excitement and seeming rush to build a new fab was all about!) Conclusions If I were building (or, implausibly perhaps, buying) my ultimate workstation right now, I'd want a pair of Opteron 250s beating at the heart of it. The benchmarks speak volumes. For single-processor systems, the Opteron 150 looks like the fastest x86 CPU on the planet. In a multiprocessor configuration, the Opteron 250 scales up very well, even without the benefit of an optimal memory configuration, a NUMA-aware OS, or 64-bit extensions. By contrast, Intel's dual Xeons are a little bit disappointing. They perform relatively well in CPU-bound apps like 3D rendering programs, which are also largely well optimized for SSE2. But in memory-bound applications where dual Xeons ought to do well, like video encoding, the Xeons' slow bus and RAM hold them back. One has to wonder what Intel is hoping to accomplish by saddling its workstation-class processors with older, slower technology. Even a single Pentium 4 benefits greatly from additional bus and memory bandwidth. Surely a pair of Xeons on shared bus ought to have this same advantage. Intel's apparent willingness to forego such enhancements in favor of adding ever-larger on-chip caches to the Xeon is puzzling.

To: Joe NYC who wrote (121865)	5/18/2004 10:01:30 PM
From: niceguy767	Respond to of 275872

Jozef: Those AMD 50 series benchmarks are "da bomb"! The very favourable AMD performance trend that we've witnessed over the past 9 months has just promised another leap going forward! The smokescreen around the abrupt u-turn by INTC last week when they dropped Tejas and Jayhawk may have masked temporarily the INTC woes, but the release of these new AMD server/workstation offerings has to have the INTC PR Dep't on 24/7 duty going forward! The investment community isn't likely to ignore the widening performance gap in AMD's favour much longer. With today's new offerings and 939's on their way, AMD is positioning itself for huge revenue/earnings growth going forward!