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

To: pgerassi who wrote (199281)	5/29/2006 1:36:32 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

than the over 30% of unit share AMD will have at that time. AMD won't have 30% unit share at that time. And with QC K8L in the wings QC K8L in roadmapped for 2008 right now. DC K8L is probably a "ship in late Q2" proposition. AMD's 65nm is MIA so far, even in terms of a public demo of 65nm samples. Will they remedy that on June 1? 65nm shipments are supposedly coming in December, with retail availability in Q107. K8L will do to NGA what you think NGA is doing to K8. There is plenty of evidence of what NGA will do to K8. There is no claim of relative K8L performance, even from AMD, at this point in time. There are microarchitectural changes, which should result in IPC improvements-- BUT: No projected clock speeds. (Therefore) No relative performance on various workloads. Will that be remedied on June 1? Until it is, your claim is based on nothing but wishful thinking. It may be that NGA goes below K8F in SPECint2006, SPECfp2006 and the two rate versions. K8F?

To: pgerassi who wrote (199281)	5/29/2006 7:07:23 PM
From: Plissken	Read Replies (1) \| Respond to of 275872

A conversion of 1/3 may contract Intel market share significantly around NGA's launch around this desirable core product (no pun intended) in particular because it completely replaces the P4 products in the mind of the buyers. That time of the year may actually prove to be Intel worst, with NGA demand going unsatisfied and P4 parts unmovable at any price, which will send OEMs and the channel to fill the need from AMD. Curiously, considering the low launch prices Intel set, that quarter may actually take them into red ink.