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

To: dougSF30 who wrote (199668)6/1/2006 6:37:20 AM
From: Dan3Respond to of 275872
 
Re: I don't see how the past 5 years contradicts the necessary-but-not-sufficient hypothesis regarding performance.

Because Intel actually took share back from AMD with low IPC / High mhz Pentium 4 chips - it wasn't until their power use got flat out ridiculous that it made any difference.

If we've learned anything over the past few years it's that mhz, combined with unchallenged extortion, sells - no matter what - with the rule proving exception being when your chip uses 200 watts off the power supply and your competitor's uses half that.

A minor performance advantage on some tasks has had no detectible effect on sales since the late 90's (when you could still tell a fast CPU based system from a slow CPU based system).



To: dougSF30 who wrote (199668)6/1/2006 6:40:44 AM
From: Dan3Read Replies (1) | Respond to of 275872
 
Re: How do you figure that? Are you taking relative marketshare into account?

I'm looking at 100+ million parts into a 200 million part market from AMD from fewer than 10,000 staff vs. Intel supplying the rest from 99,000 workers.

And I think Intel is getting really worried about the same issue since they're about to can 16,000 people - but they need to get rid of more like 60,000, and that's not an easy thing to do.

Just ask General Motors.


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