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

To: eracer who wrote (198029)	5/19/2006 8:39:44 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Eracer: Yes there will be a time that Woodcrest will be qualified. However, there are many things that can mess with acceptance. Dempsey will be qualified at some time in the future. But will many be sold then? As it stands now, very few will even test it much less get it so its days is over before it started. Woodcrest could show little advantage to current K8 DC Opterons when volume finally shows up. Then NGA will only get taken up slowly perhaps only replacing a portion current Xeon share. Yes, a larger proportion of that, than when Opteron was the clear winner. But it may only slow Opteron's advance. Socket F version of Opterons will be on the same test schedule as Woodcrest. Thus the battle for the next 12 months is Dempsey DP/Paxville MP against 940 Opterons, a battle Opteron is handily winning. The shakeout for the NGA vs K8Fs is not yet known, except for 4S and up. By all accounts, K8F will clearly win those. In 2S, FB-DIMMs may be another Rambust against DDR2. K7 forced P4 from RDIMMs to SDR and then DDR, mostly on cost and availability (FB_DIMMs add power to those considerations). QC NGA versus QC K8L will be another battle, but the FSB disadvantage and HT3.0 advantages due to scaling, RAS and coprocessing will likely turn all socket numbers to a K8L win. So the only question is, is how Woodcrest does wrt K8F. And that is a far bigger unknown for Woodcrest than K8F. HTX and coprocessing are real wild cards here. Any application areas making use of either, could pull a clear victory for K8F for those areas. Pete