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

To: rzborusa who wrote (198131)	5/20/2006 1:32:53 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: Sort of. The P4 was a successful product at launch. The buyers at that time accepted Intel's smoke and mirrors. There is quite a population of consumers that got educated. Much of the reason why P4 remained a successful product after launch was because Northwood was outperforming Athlon XP. Willamette did not significantly outperform Athlon or Athlon XP. Had Intel been able to maintain the same type of lead that Northwood had over Athlon XP there would be very few AMD computers on the store shelves right now. AMD would never have turned a profit, and AMD would be near bankruptcy right now, if not bankrupt already. I'd bet that Conro is comparable in real world situations. That will be hard to justify if Conroe is winning a large percentage of the benchmarks and every computer magazine and website is talking up how much faster Conroe is than the competition. With the large cache, the die is bigger? Who knows about the bigger picture, yields, etc. So are you predicting disasterous yields for 1MBx2 AM2 at 220mm^2 versus 4MB Conroe at ~140mm^2?