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

To: eracer who wrote (201571)	6/11/2006 3:45:58 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@Eracer - SC's " With Athlon 64 rapidly headed toward budget territory I doubt AMD wants try making high volume 2.6+GHz parts that sell for ~$150. " Thats right, SC small DIE A64 are priced to trash 70% what Intels has at the end of 2006. Its clear, why you don't like this ... BTW: high bin parts - AMD sells SC Opterons with 1MB Cache and 3GHz for quite a long time and you think, that we couldn't introduce 2,6G and 2,8G 512KB A64 SC L2 parts? Boa, crazy stuff ... " Bin splits may not be great at that frequency and single-core production volumes will start decreasing soon as dual-core becomes more popular. " I really don't know, why the DC ramp gets always a bit of myth? Intel ramps this stuff, AMD too ... where is your problem? The rest of your post just support my given sentiment - thanks for confirmation. BUGGI

To: eracer who wrote (201571)	6/11/2006 6:55:13 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: VT will be a non-factor on a vast majority of desktop purchases anyway. Just like the last 10% increment of desktop performance. Anyone else notice how well AMD continues to do in the Sunday Advertisements? Remember how Core and Core Duo were going to blow AMD out of the notebook market? They had incrementally better power and performance characteristics? (though they were 32-bit - but who cares in a notebook, eh?). AMD just seems to keep growing stronger and stronger in the notebook segment. They used to be limited to entry level machines but this week there were multiple ads featuring machines from multiple vendors for 17" Turion notebooks. What happened? Why did Core and Core Duo fail to stop AMD's advance into the notebook segment? I expect to see the same failure from NGA. OTOH, I also expect to see both companies bruised from a scorched earth pricing war. Given their lower costs and far more efficient organization, AMD will tolerate a harder pricing environment a lot better than Intel.