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

To: Elmer Phud who wrote (156600)	4/16/2005 9:19:23 PM
From: KeithDust2000	Read Replies (1) \| Respond to of 275872

ephud, The possibility is that Intel could move the desktop to DC at any time. How could AMD respond? They couldn't. There is no need to release a rushed response to a $999 limited edition desktop processor. The Pentium D would warrant a response, by the time it gets released, but who knows, AMD might just have a not-so-bad answer reasonably close to the time when that happens.

To: Elmer Phud who wrote (156600)	4/17/2005 12:01:23 PM
From: Paranoid	Respond to of 275872

It doesn't matter what I think. What matters is what the market thinks. The die size is almost exactly what Willamette was when it was introduced. The possibility is that Intel could move the desktop to DC at any time. How could AMD respond? They couldn't. Yes what the market thinks. Dual core is much more suited to the server market. It is not so clear cut when thermal limits give users the choice between higher clock speed single core vs slower clock speed dual cores. Do consumers want low clock speed dual cores? I doubt it. Yonah will change that but then again it's 32-bit and who knows if consumers will view it as "old".