Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: colin1497 who wrote (201510)	6/10/2006 10:48:45 AM
From: paarl99	Respond to of 275872

Conroe will win the higher end decisions. /////////////////////// I am not a IT xpert nor do I play one on TV but doesn't this presume a large enough output..seems like it will be only 25% at 1/1/2007 Paarl

To: colin1497 who wrote (201510)	6/10/2006 10:58:34 AM
From: DRBES	Respond to of 275872

speaking of noisy crap: The Cerise Serene X2 4800 ($3,300.51 direct, $3,741 with 19-inch monitor) is one of a new breed of computers that strives to achieve quiet operation without sacrificing performance.... abcnews.go.com

To: colin1497 who wrote (201510)	6/10/2006 1:28:39 PM
From: combjelly	Respond to of 275872

"The key here then is for AMD to have partners offering good A64 platforms across the product range." That will be the case with at least HP. Reading between the lines of their Analyst Day, I see the following. AMD is not going to knock themselves out trying to beat Conroe. They might have some tricks for the performance crowd, but their focus is on the vast middle. Spearheading their initiative is AM2 and Rev. F. The emphasis is going to be on low power with adequate performance. This plays to the OEMs because they can produce small, quiet and cheap boxes. I suspect the recently surfaced X2 3600+ is going to be what is pushed at the commercial market. If sourced from Chartered and a true 256k L2 cache, they can probably be sold at $100 each at a great profit margin. Coupled with the AM2 nVidia integrated chipset, a small and very quiet box can be built pretty cheaply.