Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: KeithDust2000 who wrote (149131)	1/26/2005 12:45:27 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

You guys seem to be forgetting that Intel also has a rather large set of single core offerings that they need to sell for good prices in 2005.

To: KeithDust2000 who wrote (149131)	1/26/2005 1:09:09 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"I´m willing to bet that INTEL will push Smithfield with a big marketing campaign, stressing the areas where it will be useful (video+audio de/encoding, some content creation stuff, "multitasking" etc.), reviewers will develop/use scripts/benchmarks that will stress the advantages and they will become a part of the standard testing suites, the INTEL benchmarks like Sysmark will greatly respond to a second core, etc., and all this combined will create a dual-core hype that, relative to their prices ($250+), could make them sell well in 2005, and distract attention from single cores, where AMD should be fairly strong (especially price/performance). It wouldn´t be the first time. P4 should also benefit thanks to a greater emphasis on the apps mentioned above which like Hyperthreading." Exactly. Intel will again play the benchmark and numbers game. Especially the 2 cores is better than 1. It's so obvious and AMD seems oblivious as to what to do to combat it.

To: KeithDust2000 who wrote (149131)	1/26/2005 1:33:46 PM
From: Rink	Respond to of 275872

Keith, about anyone needing dual core can pay for the more potent dual core FX (it will not be the kids that need it nor most of their fathers). Plus gamers will want dual core FX too, or be in the market for single core. Smithfield is still an odd puppy. Hype, imo, won't cut market shares, because AMD has several things to offer in that same market. Centrino + marketing was rather different as it offered consumers something AMD so far can't match for as far as battery efficiency is concerned that is (and it has been some time already). Regards, Rink