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

To: firthoffourth who wrote (199636)	5/31/2006 7:49:54 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

Lets assume by the end of 2007 K8L/bulldozer and CORE2 are competitive (+/- 10%). Even if that were to happen, right away, Intel shrinks to 45nm and pulls away again, and AMD is stuck on 65nm through 2008. have/has lost sight of the forrest and are/is entirely too focused on a few trees. Relative perf and perf/W of competing products (high-end, and more importantly, sweet-spot) is HARDLY a "few trees" when it comes to the CPU business. A 6 month performance advantage, even if they get it, will do little to offset the long term problems Intel is facing. They need to take the pain now or it will be worse later on. How about a permanent performance advantage? :) Did you see the reports that Intel are cutting 16K from their workforce? ('are' just for TGP :) )