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

To: Joseph S. Lione who wrote (195072)	4/25/2006 5:56:46 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Overclocking results, and rumors of Conroe EE samples at 3.33GHz suggest that 2.667GHz should be no problem, IMO.

To: Joseph S. Lione who wrote (195072)	4/25/2006 6:15:52 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: I guess it comes down to whether or not Intel can produce them on time, with good yields and bin splits. There is some risk there, no? The risk is fairly low in my opinion. The current Netburst products stink. Performance is mediocre and power consumption is high. Anything they can offer with better power consumption and performance is a plus, even if it means lower yields. While most "enthusiasts" will opt for the 4MB L2 Conroes the cheaper and easier to produce 2MB versions will likely be more popular. Intel won't need a socket change for Conroe or Merom which is a plus. New motherboards will support Conroe/Merom as well as the current parts. System builders will have flexibilty to sell and eventually clear out their old Netburst and Yonah inventory with the same motherboards they are building Conroe systems with. If Conroe or Merom shortages do occur at least they will have something to fill the empty socket. Intel seems to be confident about bin splits and yields considering they expect to launch Woodcrest at 3GHz and have ambitious expectations for Woodcrest shipments later this year. The expected desktop ramp isn't very impressive though. A large majority of Intel desktops are still supposed to be Netburst-based by year-end.