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

To: cruzbay who wrote (156533)	4/15/2005 11:58:57 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: We need to avoid commoditization of dual core until Fab 36 and Chartered are on line. I'm against commoditization as well. AMD's commodity CPU line is Sempron. I propose AMD produce as many $500+ Athlon 64 X2s as they can sell and sacrifice $75 commodity Sempron production if necessary to do so.

To: cruzbay who wrote (156533)	4/16/2005 12:18:01 AM
From: dougSF30	Respond to of 275872

Intel has no DC mobile part yet, so no rush there. Smithfield prices are also low because their performance sucks for most things desktop. And Intel itself has stated that single core remains their focus on the desktop through 2005. The FX-57 is due in early Q3, IIRC. But I reiterate, IMO, the best counter to a Smithfield launch is a set of stellar A64 X2 "preview" benchmarks. Single-core performance is already well beyond the 3200+ level of Smithfield EE on games. The difference between 4200+ (FX-55) and say, 4400+ or 4500+, just isn't that compelling, IMO.

To: cruzbay who wrote (156533)	4/16/2005 12:24:27 AM
From: Buckwheat	Read Replies (3) \| Respond to of 275872

Cruz, this is exactly the point I was trying to make. Intel is trying to fool the public into thinking that two cores are a "good thing" for everyday use. Just like the SXs, early celerons, rambus, and other hair-brained marketing schemes. The public doesn't fool easily when there is adequate evidence to the contrary. I think AMD is missing a good opportunity to educate people and maintain decent pricing on single core desktop and notebook processors. This is an excellent opportunity to help speed another Intel idea into the "hall of shame".