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

To: DRBES who wrote (199390)5/30/2006 11:56:04 AM
From: heatsinker2Read Replies (1) | Respond to of 275872
 
Some interesting tidbits from Theo's Conroe article:

"AMD is planning to intro 3.0, 3.2 and cherry-picked 3.4GHz parts."

As worded, only the 3.4 Ghz is "cherry-picked", implying that decent volumes would be available for 3.0 and 3.2. Of course, Theo could have banged this out in a hurry, so this conclusion may not be appropriate.

"What is the most interesting part is the fact that 1.33GHz FSB disappeared from the roadmaps, and it seems that Intel is having more problems with their FSB than they would like to admit"

We'll see ;-)



To: DRBES who wrote (199390)5/30/2006 12:34:57 PM
From: dougSF30Read Replies (2) | Respond to of 275872
 
Don't know what you think, but my personal opinion is that AMD will have a lot of price adjustments to make in order to become competitive again. Intel theoretically sounds as an unbeatable deal right now. You can expect that "Energy Efficient" marchitecture will probably send the current AMD line-up into oblivion (or just equalise the pricing), since those CPUs right now are even more uncompetitive when it comes to pricing.


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