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

To: titon1 who wrote (193709)	4/13/2006 9:26:03 PM
From: dougSF30	Respond to of 275872

Also M2's performance is key, anything less than 10% improvement over 939 socket means they don't have an answer yet to Intel's comeback. Well, that's not quite right. It's going to be less than 10% clock/clock on average-- even Dirk said as much. They'll be raising the clock a bit, which will help. But they do have an answer to Intel's NGA, it's called Rev G (the K8L). It just won't be for sale until very late this year or (more likely) early next. Hopefully they will give more concrete details about its performance in June. If they don't, it'll be a bad sign (IMO).

To: titon1 who wrote (193709)	4/14/2006 6:34:00 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: I'll be watching very carefully Turion x2's launch. If we don't get Lenovo, Sony, Toshiba, Nec or some of them on board, I'll unload my shares at every opportunity. Also M2's performance is key, anything less than 10% improvement over 939 socket means they don't have an answer yet to Intel's comeback. Well then, bye! AMD's goals on AM2 are lowered power and higher clock speed. I think they've already got a couple of Lenovo sockets but it's pretty limited and with Lenovo scheduled to sell Thinkpads at Best Buy, it's not going matter as much as it used to. Key for me will be whether they can finally get into a full corporate line, and HP alone would be fine. But it would need to be more than a single, niche, entry level corporate box - AMD needs to be in a full line of fully manageable corporate desktop and notebook systems. These represent more than 50% of the revenue and more than 70% of the profits available to CPU makers and will be the key for AMD success. It's also important to note that this market doesn't give a rat's @ss about IPC, and cares almost as little about power use (except in notebooks). It's a market that continues to be almost entirely P4 even at HP.