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

To: Joe NYC who wrote (197847)	5/19/2006 3:20:40 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Another off the wall theory for tonight: Maybe AMD was planning to move to some next generation of processors, something very different, something that would not be called K9 or K10, but to the next generation called L. Maybe that L generation didn't quite fullfil the promise, and instead of launching generation L, AMD stuck with K, and "ate" all of the best features of L. Therefore K8L. Joe

To: Joe NYC who wrote (197847)	5/19/2006 11:37:13 AM
From: UpNDown	Read Replies (3) \| Respond to of 275872

Jozef Halada, on "trailing in performance" If AMD executes on this roadmap (Hiroshige's estimate), AMD will be trailing in performance only for about 6 months. Trailing in performance? So what? What is important to most of us is not the last 10 or 20% of performance at peak, it's the overall platform deployment cost. AMD leads here big time. Why go with Yonah, for instance, when you can now (or at least, shortly) buy a Turion X2 that has dual core, 64-bit, and first-class virtualization. I mean, what more could you want? If the performance is a little less than you desire, buy more memory or a faster hard disk drive. The key is, you're getting a stable platform that offers everything you want over the next 3 to 5 years. Let's say you decided to investigate Intel's virtualization instead -- what do you get? VT level 1, not ready for prime time (http://www.vmware.com/support/kb/enduser/std_adp.php?p_sid=FB1zBU7i&p_lva=&p_faqid=1901&p_created=1131115124&p_sp=cF9zcmNoPTEmcF9ncmlkc29ydD0mcF9yb3dfY250PTM2JnBfc2VhcmNoX3RleHQ9aW50ZWwgdnQmcF9zZWFyY2hfdHlwZT03JnBfcHJvZF9sdmwxPX5hbnl_JnBfcHJvZF9sdmwyPX5hbnl_JnBfc29ydF9ieT1kZmx0JnBfcGFnZT0x&p_li= ) , and perhaps cancelled in your platform to boot: reghardware.co.uk What if you decide to standardize on AMD's upcoming socket F server systesm or AM2 desktop/workstation systems? You also get everything you want for a stable, long-lived platform. And you get the assurance that you can upgrade that platform to quad core within 2 years. What more could you want? AMD has no shortcomings. 10% or 20% performance here or there -- who cares?