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


To: Joe NYC who wrote (190706)3/24/2006 3:09:38 AM
From: Joe NYCRead Replies (3) | Respond to of 275872
 
Is AMD being cocky here?

RELIABLE SOURCES said that AMD is putting prices up on its X2 microprocessors by between two and five US dollars, depending on the stock keeping unit (SKU).
theinquirer.net

Even if Q1 is a complete blowout (which I think it will be less than that), I think AMD should remain more on a humble side. The $2 to $5 means nothing.

Ok, Intel is forced to cut prices, discount, give rebates, while AMD is not (yet), but symbolically raising prices is likely to annoy more people than find friends.

Besides, the retail situation (at least at CompUSA) has been reversed by 180 degrees, and is favoring Intel on desktop by a big ratio. Notebooks have improved somwhat though...

Joe



To: Joe NYC who wrote (190706)3/24/2006 3:42:33 AM
From: dougSF30Respond to of 275872
 
Theo is on crack. I sent an email after reading that. He's been fed a line of bull by somebody, and doesn't know enough to realize it. I think he doesn't realize the latency numbers are in terms of cycles. not nanoseconds.

DDR2-533 had slightly worse latency than DDR-400.

With DDR2-667, it's about parity. And DDR2-800 has a latency advantage.

Further, AMD has hardly "scrapped" support for DDR2-667!

Bizarre.



To: Joe NYC who wrote (190706)3/24/2006 4:02:48 AM
From: RinkRespond to of 275872
 
re: I think Mageek should start a mandatory drug testing at the Inq.

Fully agree. Preferably each morning. He'll probably pass himself first thanks to pretty standard but non-the-less dangerous levels of alcohol and nicotine (Yin) that he has to maintain to keep balance between internal and external levels of toxin (smog, purple rain, ... ; i.e. Yang).

R



To: Joe NYC who wrote (190706)3/24/2006 10:48:23 AM
From: PetzRespond to of 275872
 
He did tell us he had sold his controlling interest in the Inq, no? /Petz