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

To: eracer who wrote (211110)	9/18/2006 5:24:16 PM
From: Reseller Mike	Read Replies (1) \| Respond to of 275872

eracer, How do we reconcile the great ramp-up with this.... Message 22822486 Only 25% by EOY? What happened to 50% crossover? Regards, Mike. (Still long both AMD and Intel)

To: eracer who wrote (211110)	9/18/2006 5:26:24 PM
From: DRBES	Respond to of 275872

naw

To: eracer who wrote (211110)	9/18/2006 5:35:17 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"If Bulldozer doesn't arrive by the end of Q1 Merom will have already ramped up" You are assuming that Bulldozer is primarily aimed at the mobile market. I think it is pretty clear that AMD is aiming it at the commercial market just as much, if not more. AMD is going to mess with Intel's model for the market. Given that Intel has fallen back on AMD's traditional one size fits all approach to processors, it makes sense that AMD tries to segment things in a different way. Mobiles have a lot more in common with commercial desktops than they do with servers and desktops for the home market. Home desktops have to take into consideration gamers so floating point and the ability to add in various types of video cards is a factor. But mobiles and commercial desktops don't have those requirements for the most part. So emphasis on low to medium power consumption and integrating some lanes of PCIe for graphics and peripherals is the way to go. The graphics don't have to be much, enough 3D capability for Aeroglass is all. Now true, that is more video capability than needed a few years ago, but 16 lanes all together is likely enough. Probably less is needed. So the chipset is reduced to video, disk I/O, networking and some minor peripherals. Definitely a single chip affair. So the segmentation becomes mobile/commercial desktop. Single socket only, low power and higher integration. Dual core. Home desktop which is one and two sockets and is dual and eventually quad core. Servers which are all quad core and dual socket on up. Workstations which are somewhere between home desktop and servers.