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

To: niceguy767 who wrote (201952)	6/13/2006 6:59:47 PM
From: aleph0	Read Replies (4) \| Respond to of 275872

Good post! I'm convinced that the whole CONroe benchmarking fiasco had a sole purpose to prop-up Intel's share price and hold off potential migration to AMD platforms. One small worry - for the stock-price - is Dell! I wouldn't put it past them to do a U-turn on AMD, proclaiming that "now they've seen Conroe, they're switching" - e.g. doing an SGI. If Sony and Toshiba go AMD as well .. now that would finally convince me the Dell thing is real.

To: niceguy767 who wrote (201952)	6/13/2006 7:59:25 PM
From: zdenekb_1999	Respond to of 275872

"I suspect that when AMD counters Conroe, INTC will need to quadruple their current 2MB, 4MB and 8MB caches to 64MB ;-) and consequently build several more fabs and get to 45nm real fast in effort to get more than half a dozen output candidates per wafer. " Cache as cache can - ROFLMAO !!! Could Hans have hit a sore spot here? I wonder how Conroe will behave in real life, let us hope somebody comes up with a few reasonable non-synthetic not-quite-benchmarks when Conroe et al. finally launch... EDIT: super-pi and some others appear to be rather cache-hungry, and what about 64bit. All the pre-released benchmarks I have seen sported strange configurations so far: SATA vs. ATA HD, 2G vs. 1G RAM and so on. Paranoid as I am I cannot yet succumb and let me turn into a believer ;-)

To: niceguy767 who wrote (201952)	6/13/2006 8:24:50 PM
From: smooth2o	Read Replies (2) \| Respond to of 275872

So, you're saying you shouldn't have sold AMD? But, then, you did. Smooth

To: niceguy767 who wrote (201952)	6/13/2006 9:55:32 PM
From: paarl99	Read Replies (6) \| Respond to of 275872

Tks your reply.....There is a poster at Yahoo..Amdace...who a few months ago said that intc will stoop below gutter level to get at AMD....this 'fraudulent ' bench marking seems to be the case......business here ain't beanbag....I am new to investing in semis...3 years.. and the hardball is thrown high and inside at all times.....I suspect AMD has gamed this all out and Hectors experience at Motorola when Intc launched operation crush must have some usefullness.....Also I think the customers (OEMS) will not allow themselves to be put at Intcs mercy again so the ecosystem will supply some support... One question...as the MCW chips are not here and will be only in limited numbers through January will the PC makers discard the Athlons and Athlon DCs in large numbers for the very inexpensive yet very inferior Pentiums . Will these OEMS be willing to put these inferior products out there for back to school and XMAS???? Paarl