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

To: niceguy767 who wrote (196625)	5/13/2006 3:14:42 PM
From: eracer	Respond to of 275872

Re: I can't find anything too contentious in the foregoing post;-) In my opinion 90+% of the Yahoo! messages copied/linked here are somewhat contentious and off-base. :-) Intel at this stage has no 64-bit laptop processors, expect them after the back to school season, so end of august, but only in quantity at the end of 2006. This will give AMD not only a lead of 6 months May to August is three months not six months. The "lead" only refers to offering 64-bit compatibility, not to overall performance for the average end-user. but Intel has already announced that the new Merom chip for laptops will only have 10% advantage over their current Centrino Duo line. Intel is claiming 20%, not 10%. So AMD will probably be very hard to beat, even after announcing new chips. If AMD has a hard time beating 32-bit Core Duo with 90-nm Turion X2 in the near future how will AMD fare after Merom's large clock-for-clock performance boost (whether it is 10% or 20%) AND 64-bit compatibility? AMD is finally attacking Intel on the laptop front, I expect good market share gains for AMD in this field, the last stronghold for Intel. As I've mentioned before I believe AMD has primarily gained market share based on their much better performance/price ratio of Turion versus Pentium M. It will be interesting to see where Turion X2, Yonah and Merom prices head throughout the year. The new platform will add 0-10% performance gains (dependent on software and chip), the new chips will add another 10% performance gains. Sounds a bit optimistic based on the benchmarks seen so far. The new chips are only clocked 8.3% faster than the old ones so I don't know how that translates into a 10% performance gain unless there are hidden clock-for-clock performance gains that have not been revealed yet with the hardware tested. Whatever performance lead Intel is supposed to have with their new Conroe line, due in July, but only in quantity a couple of months later, is eroding very fast. AMD had it easy competiting against overpriced, overheating and underperforming Pentium and Pentium D. In my opinion it will be significantly more difficult competing with Conroe even if Conroe is only a speed grade (~5%) faster than of AM2 Athlon 64.