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

To: AK2004 who wrote (188953)	3/7/2006 9:07:04 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: ok. lets go to the bottom line - why conroe is going to be so cheap? I can not imagine intel offering such a magnificent performance at 1/3 of amd's price So they can starve AMD by taking away a majority of their high-end business over time. Some OEMs would consider returning to 100% Intel if AMD no longer had a significant price/performance advantage, and a couple might drop AMD rather quickly if AMD was at a price/performance disadvantage.

To: AK2004 who wrote (188953)	3/7/2006 9:19:51 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Albert, I can not imagine intel offering such a magnificent performance at 1/3 of amd's price For a good reason. The price of AMD processor will not stay the same. Joe

To: AK2004 who wrote (188953)	3/7/2006 11:47:30 PM
From: Dinesh	Read Replies (1) \| Respond to of 275872

AK: There are way too many questions about this anandtech report to take it at face value. Some are purely technical starting from - why doesn't the setup recognize the AMD cpu; some are about the types of test and data released starting from - are these the benchmarks where the focus will be, or will there be other kinds of benchmarks. Unless Intel has lost its onions, they obviously do other kinds of tests. Why stop at releasing merely these? All nittygritty. BUT The rigor of the testbeds itself seems lacking. I have never before seen a comparison report where the reporter repeatedly questioned if there was anything fishy (not merely flaky but fishy!) going on, and then goes on to assure its readership. It did not even bring in an opinion from AMD. Clue#1, Anand is leaving himself way out. Only reporters hungry for story will not pay attention to it. To be fair, Intel can only compare with what's in the market. The speculation will always remain as to what's AMD got in the oven and wouldn't that have fared better, etc. But sticky points remain. Did Intel release the benchmark to others? Apparently not. Clue#2, Anand is handpicked. The price indicated seems pathetically low. As if Intel has learned to either despise profits, or its competition, or has performance oozing out of its ears. At this size, you despise nothing. Clue#3, it's too good. IMHO this is just the beginning of a massive and multifaceted PR campaign from a company that's got a wedge into nearly every office in the whole world. And, people have been even killed for a lot less. This is definitely not going to be a dull year ;-) I wonder if IBM may even acquire AMD. I will say that the numbers, if true and representative, represent a true leap for the end user. regards -d