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

To: pgerassi who wrote (156618)	4/17/2005 1:59:16 AM
From: KeithDust2000	Read Replies (1) \| Respond to of 275872

Pete, I looked at Xeon DP 2MB L2 at 3.6GHz and it loses to a Opteron 252. It would still lose, if it had increased clock to 3.8GHz. It still loses, if it also got double the L2. It still loses, if it had a 1066MHz FSB. That is not the case. The two are fairly close, while Xeon has the lead in most of the high-profile standard server benchmarks. I´m thinking TPC-C, SAP SD 2-tier, SPECjbb2000, Microsoft MMB3 and so on - Anand´s database test was also revealing. Opteron 280 will be out by Q4, possibly even Q3 of this year. This would be nice if true, but I´m comparing current roadmaps from both manufacturers without taking wishful thinking into account. It is true that INTEL´s roadmap could slip, we´ve seen how that happened to AMD´s 252 as well, but that is not something I can project. Thanks for sharing your ideas!

To: pgerassi who wrote (156618)	4/17/2005 10:03:48 AM
From: niceguy767	Respond to of 275872

"Don't fall into the trap of comparing a future CPU with on paper capabilities to a currently existing CPU." Now that INTC is second best across their entire product lineup and the JFTC has publicly flogged INTC's illegal marketing tactics, INTC's major remaining trump to hold the increasingly restless consumer captive to INTC is precisely their increasingly hollow promise of a "sometime-in-the-future-if-ever" product that would, (in the unlikely eveny it works as described) outperform a "here-and now" AMD product offering. The emperor, currently naked, is promising his constituency that he will bear a set of shiny new clothes some time in the future but no longer understands that his selection of clothes is no longer in fashion. (A Parka adorned with earplugs just isn't the solution to his high heat and noisy climate in which he now resides.) A ruse by any other name is still a ruse. INTC is in trouble as the enterprise's awareness of Opteron's low power, high performance attributes is rising rapidly. AMD's lineup comprising Sempron, Athlon 64, Turion 64, Opteron worksation, Opteron blades, Operton serves and Dual Core looks mighty impressive now with its Q2 additions of Turion 64, Opteron blades and Dual Core. The snowball has been gaining momentum even without Turion 64, Opteron blades and Dual Core in its lineup as evidenced by 30% YOY growth. With Turion 64, Opteron blades and Dual Core adding their impressive features to an already impressive product lineup, one can confidently look forward to this "snowball becoming and avalanche" in the fairly near term. AMD's biggest concern going forward has to be filling demand, especially Turion 64 demand, as Turion 64 jumps to centre stage in the 50M units/annum notebook sector. Were Fab 36 to begin production in July (to catch the back to school crowd) it wouldn't be soon enough the way I see it. With the 3 Q2 additions to AMD's lineup, AMD has now outmatched INTC performance across the entire gradient. Obviously demand for AMD's Opteron lineup is accelerating as evidenced by SUNW's and HP's significantly increasing support in Q1. I can't help thinking that the hollowness of INTC's increasing stream of promises of "sometime-in-the-future-if-ever" competitive product with AMD's "real-time here-and-now" product will ring loudly in the enterprise ear, once AMD launches their Dual Core this week. The already significant gap between AMD's superior and INTC's inferior "here-and-now" product lineups is about to be widened to the point of out-of-reach with AMD's 3 new products that are about to surface in Q2. AMD's Dual Core launch this week will undoubtedly demonstrate, with "here-and-now" product, yet again, why AMD is the better way!