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

To: gzubeck who wrote (188907)	3/7/2006 6:38:10 PM
From: greatscott	Read Replies (1) \| Respond to of 275872

A rough cut on the comparison between a current processor and a processor 6 months out would be to use Moore's Law (yes yes not exactly Moore's law). If you expect performance to double every 18 months (A big if I agree), then that works out to a 25% bump in performance on average every 6 months. Since the Conroe benchmarks are ballpark 25% better (25%-40%?), I would expect things to be very competitive the by the end of the year. GS

To: gzubeck who wrote (188907)	3/7/2006 7:45:51 PM
From: smooth2o	Read Replies (1) \| Respond to of 275872

Have you ever thought that AMD might have something a little better than what they are offering now... Well, they did overclock to 2.8GHz, I suppose in an attempt to be a little more realistic with the "July" ship date (Q3, really). Don't forget, that with AMD 65nm improvements, there will also be Intel tweaking in the next six months. I think Intel has demoed (providing those demos hold up with 3rd parties, Anand couldn't find anything wrong, tho') an appreciable difference that may not go away by Q4. I'd say that a lot of this has to stick. I'm sure AMD has something more. It's been that way forever. The real question is what the market thinks. I think that will be "Intel has regained the lead". How that plays out is anyone's guess. My guess is that we've got about 2 more quarters for AMD gains. Beyond that, it's MS and ASP effects. As I posted earlier, where does AMD want to play? Gradual MS gains/losses, full blown duopoly, head to head hardball? Smooth