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

To: Rink who wrote (207105)	7/28/2006 4:31:25 PM
From: TGPTNDR	Respond to of 275872

Rink, Re: This discussion started when NG stated that he thought that by the time CMW would become a force in the market that AMD would have leap frogged it in performance because of 65nm and K8L. I maintained that AMD's 65nm will not be enough to close the gap with a ramping CMW, and secondly that K8L would probably not be in time for that statement. I hope the information about whether or not that statement can be true or not is clear now.> Uncle. It's pretty clear, at least to my highly FOGGED and misty brain, that AMD is going for multi core full bore and INTC somewhat less. Maybe it's the Buss, who knows. IMO, however, it is incontrovertible that SERVER is AMD's first and hardest push. It's where they said they were going 2 years ago and it's where it seems they're going now. So if they're going with 'little slower single core, for energy efficiency, I don't like them giving up the bragging rights but can understand it. It's pretty clear to me that if CMWs are manufacturable they're going to take the gaming crowd which is a big, IMO, influence on the white box desktop market; somewhat less influence on the major builder market. -tgp