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

To: eracer who wrote (199928)	6/1/2006 4:48:05 PM
From: Rink	Read Replies (1) \| Respond to of 275872

Eracer, so far we've about always complained about AMD marketing. Sure "4x4" is done for marketing reasons because it has to be done to keep image until new transistors and K8L bring additional performance as a place holder for the real thing. Meanwhile AMD should ramp the heck out of fab 36 and fab 7 to transfer it's mix to DC as soon as possible in order to keep growth prospects until 65nm. I'm not complaining about "4x4", I'd be complaining if AMD wouldn't have reacted. Far more important I think this day was a success. The whole event was a marketing tool and I think it was effective at that. Intel has been doing this for ages; it's good for AMD's image that they can in fact now follow Intel's example in a general sense. Image as seen e.g. by analysts and investors, not consumers. Consumers will love Conroe/Merom but will take X2/TX2 around xmas and after at significantly lower prices enabled by a fast shifting mix (DC/SC) in Q3 (start of Chartered, continued ramp of fab 36). Regards, Rink

To: eracer who wrote (199928)	6/2/2006 12:32:46 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

eracer, I agree with you about being highly dubious about this 4x4. Even if it had a potential, limiting it to Athlon FX makes it a non-starter. Exactly how many of these motherboards does AMD think will sell? How many motherboard makers will chase this market? And if only a fraction of FX buyers buy this dual socket mobo, as a result the volume is so pitiful that even Itanium will beat it, what will be the price of the motherboard? I imagine that the volume of these motherboards will be less than 10% of Opteron mobos, which means that the mobos will cost more than Opteron mobos. Then, what exactly is the point of not going with Opteron instead of FX? This whole thing has a lot of potential, IMO, but AMD marketing instantly killed it by FX only condition, so it is completely irrelevant, and will lead nowhere. BTW, I am much more excited about the real 4x4 (instead of this fake one), the real being 4 way 4 core K8L (with 4 links). That's serious stuff. The other thing is BS. Joe