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

To: mas_ who wrote (148546)	1/20/2005 9:03:18 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Mas: Just how much performance can Smithfield deliver? The $240 part is likely to be the equivalent of two Prescott Xeon 2.8GHz DPs. Those have less than the performance of 1 Opteron 244 on single threaded apps like Office or games. Or that of a 90nm A64 3000+. That already sells on the street for $156 as a PIB. A A64 3200+ gets about $200 as a PIB and easily whups a Prescott 3.6/800 in games and office like apps. That is likely to be faster than a 3.2GHz Smithfield. The 90nm A64 3500+ PIB is the ASP equivalent to the 2.8GHz Smithfield, but will take it to the cleaners on all, but very select apps and do it with TDPs under 35W. It will likely be even cheaper after taking into account MB, memory, HSF and PS. If benchmarks show it to be the equivalent of a A64 3000+ or less, it likely won't affect AMD at all. On second thought, it may even push up the demand and ASPs for K8s after the dissipation of the fog of FUD. Wouldn't that be ironic, if the introduction of Smithfield be a boost for AMD or alternatively, a trip of Intel? We may thank Intel for Smithfield. Pete