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

To: dougSF30 who wrote (197319)	5/17/2006 3:26:18 PM
From: BUGGI-WO	Read Replies (2) \| Respond to of 275872

[edited]@Doug - X2 You know very well, that memory performance is crucial for AMD, so when you put a stop in just to egalize Intels settings its clear that you loose some points, especially when it comes to DDR-II, we know that latency is one of the key driver. I'm not sure, if the OEMs will tweak DRAM that big, but a 1T command rate should be a default setting. Its the first review and we have to wait for other ones. As I said, the platform has a way to go compared to the good Intel one, the biggest strengths at the company. As I also said already, I don't say AMD taking the lead here fast, thats near impossible, but I think more of market presence in that space, where AMD had a HUGE disadvantage. No business wins, near, mostly Consumer and there LOW-END (mostly). So with the X2 AMD will and could in ADDITIONAL markets, thats it. You will be surprised how fast AMD will gain share here in Q3 - be prepared. Edit: I'm quite happy with this 90nm product compared to 65nm Intel ones - so I'm more interested to see 65nm AMD X2 Notebook stuff at the end of the year. ;-) I'm waiting for the Intel fans, if they still laugh ... BUGGI

To: dougSF30 who wrote (197319)	5/17/2006 3:46:01 PM
From: eracer	Respond to of 275872

Re: performance is worse than I expected. Not only that but with equally rated batteries the Core Duo lasted 18% (18 minutes) longer on battery power.

To: dougSF30 who wrote (197319)	5/17/2006 4:30:33 PM
From: TechieGuy-alt	Read Replies (2) \| Respond to of 275872

Doug you have to ask youself- What % of the market can AMD now successfully address? It's all about socket wins. If it was not- Intel would have been decimated about a year ago. It's bad for AMD that with such a superior product line AMD went from only a ~10% revenue share to a ~18% revenue share. But now that it has a footprint- it'll continue to have products that address 80+% of the revenue share of the x86 CPU business. The crucial thing for AMD was that it's now considered a tier 1 supplier in this industry. Would it be better if they continue to have the #1 performance CPU out there for ever- sure. But given where they are- there is still a lot of share to be gained. BTW, I have lightened my holdings by 50% due to competitive issues- but do not expect Intel to gain to the same extent that you think they will. You may be surprised. TG