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

To: DRBES who wrote (210493)	9/8/2006 6:16:19 PM
From: Petz	Read Replies (2) \| Respond to of 275872

Actually, I doubt it is supply constraints that led DELL to embrace 4x4, therefore it must be what they know of AMD's roadmap, both for CPUs and the 4x4 platform in particular. HTX video cards? Who knows. 4x4 has the advantage that quad cores, when they arrive, will plug into the same sockets, while quad Intel in an LGA775 socket would be a joke, and TWO of them on a single FSB would be a double joke. And probably won't happen. So LGA775 (and the Xeon socket) is on its way out. The dual socket AMD platform is a lot cheaper than any dual socket Xeon platform, and the better platform (3X memory bandwidth, etc.) eliminates most of any temp advantage that CMW might have over X2. FBDimm memory is an obvious non-starter for a gaming platform, and who knows what kind of FSB speed Intel can get out of Conroe in a 2-socket system. Fry's was already selling Core 2 Duo E6600 mobo combos in their midweek ads last week for about $350, so I think the supply is ramping. IMO, most of the 4x4's will NOT be sold with FX chips, so they would not use Core 2 Extreme's on the Intel side either -- both chips are too expensive. So there's enough E6600's available to fulfill the extreme gamer market, but IMHO, the AMD platform advantage is substantial. Petz