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

To: eracer who wrote (210685)	9/12/2006 1:51:21 AM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

Is this just another Doug alias? Is there a limit to the number on the ignore list?

To: eracer who wrote (210685)	9/12/2006 2:51:20 AM
From: jspeed	Read Replies (1) \| Respond to of 275872

... Clock-for-clock performance of 65-nm rev. G isn't expected to be any better than the current 90-nm rev. F. ... Incorrect. I think what you mean to say is that clock-for-clock 65nm rev F isn't expected to be any better than 90nm rev F. Of course we don't know what will happen with the speed/power bins. Rev G will definitely be better clock-for-clock than rev F. Per AMD's analyst day presentation, 50% better floating point performance. Int performance is improved too, but it's not clear how much. I'm sure every AMD investor would be enamored with Conroe if AMD was producing and selling it instead of Intel. Here's what I love best about Conroe. Clearly a better mousetrap, yet OEMs are lining up for AMD products anyway. We all have our theories as to why that is so. Some think that the bleeding will stop next year when C2D ramps to higher volume. But the numbers that Dell is rumored to be lining up for '07 are shocking. AMD representing roughly 40% of their product line in spite of having much better C2D availability. That completely contradicts the "slow ramp" theory (which even I have been assuming). AMD is offering OEMS a value proposition that apparently goes beyond the competitive benchmarks that we are seeing. I don't understand it myself. But if Dell's buying off on it, the AMD marketing guys have done their job.

To: eracer who wrote (210685)	9/12/2006 4:11:25 AM
From: Rink	Respond to of 275872

Eracer, Pretty much agree with that. The big parts of enhancement will not come from frequency increases but from denser cache, bigger cores, more cores, better infrastructure. re: I'm sure every AMD investor would be enamored with Conroe if AMD was producing and selling it instead of Intel. I can't say yes to that as AMD's recent momentum in enterprise and retail at all major oem slooks pretty much sufficient now to last to K8L, and K8L might turn out to be better than CMW. It's the highest performing chip currently, but how long will it last? My biggest question here is when K8L will become available. I'm betting summer '07 but if I'm wrong it'll change the equation somewhat. Only 'somewhat' because I'm reasonably confident that AMD will then have an intermediate solution in a rev G based quad core. Regards, Rink