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

To: dougSF30 who wrote (197521)	5/18/2006 2:04:29 PM
From: Magrathea	Read Replies (1) \| Respond to of 275872

Occam's Razor. It was only Monday we learned a good deal about K8L, including it "floor plan" for built in Quad Core. To assume the first QC will not be K8L seems unrealistic. I think it is a tad early to hit the panic button. [Edit: well since we are at mid 30 down from 42, maybe it IS late, but I still don't believe NOW is the time.] There are two more news events in the next two weeks. If I don't like what I heard by June 2, I'll lighten up opportunistically over the next two months. One thing we know is INTC's 2Q is going to be awful. They told us so. I expect some relative AMD strength between now and mid July. -Magrathea

To: dougSF30 who wrote (197521)	5/18/2006 2:06:00 PM
From: eracer	Respond to of 275872

Re: Yeah, but then what the heck is with a non-K8L QC server part in late 2007 ?? That makes no sense if K8L tech is available in Q207, as it should be much better suited to "QC-ness" than the K8. Why would it take 1 to 1.5 YEARS to go from K8L arch intro to a QC K8L server part in H208? Something is wrong. The various bits of info don't fit together... so which pieces are incorrect? I've been trying to figure out a way to make all of the pieces fit as well. One explanation is that many of the K8L specs listed by AMD will not show up in the first K8L revisions and some are assuming that since Deerhound doesn't have HT3, FB-DIMM support, advanced RAS features, etc. it won't be K8L. I am hoping that Deerhound actually is K8L designed to work with the current socket/motherboard infrastructure. That still leaves open the question of when dual-core K8L reaches desktops, servers and mobiles. Hopefully AMD clears that up in a few weeks. It would be nice to the first 65-nm CPUs actually are K8L instead of a dumb shrink. The model numbers on the leaked roadmaps don't suggest K8L early on the desktop though.