SI
SI
discoversearch

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: eracer who wrote (206217)7/21/2006 1:37:46 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
re: Not surprising at all. AMD confirmed K8L is far down the road and have no hope of matching or beating Intel in overall performance except in >2S servers for at least a year.

we can argue about performance and price cuts and the value of amd 65nm process etc until.... One thing should not be forgotten is that the price is not about performance of the products but about earnings. It is unclear at all that Intel can match (let alone beat) AMD's growth rate and earnings over any horizon especially if you consider increasing volume and dell/ibm bit.

re: will be under $20 in the next

I doubt that but if you are right then my spreads should do great .....

-AK



To: eracer who wrote (206217)7/21/2006 3:09:27 PM
From: KeithDust2000Read Replies (1) | Respond to of 275872
 
eracer, AMD confirmed K8L is far down the road and have no hope of matching or beating Intel in overall performance except in >2S servers for at least a year.

The product pipeline at AMD is extremely worrisome, across the board. I wonder what went wrong with their product development. The street doesn´t seem to have fully realized what´s happening.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News