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

To: plantlife who wrote (212010)	9/30/2006 2:42:47 PM
From: eracer	Read Replies (2) \| Respond to of 275872

Re: Yeah, we should fire the guys who had the lead for 3 years. That's a good idea. These guys took a Company with huge debt, and an unpaid for 200mm FAB, and put Intel, a 200 Billion Dollar Company with no debt into a restructuring mode. Why should AMD fire these guys? Why??? Because Intel finally has a good chip, (after 3 years of crap), on a bad architecture. I see you have changed the subject. You were talking about pink slips for Intel quad-core performance, or lack thereof, on the FSB. Sorry, AMD is a no show this year with quad-core. Intel wins every quad-core benchmark by default. As a bonus Intel's quad-core will be quite competitive on benchmarks that are only optimized for one and two threads. It is hypocritical to praise AMD for having the fastest processors over the past three years, yet want to fire Intel personnel for delivering a quad-core CPU that will vastly outperform anything from AMD. How did I know you would turn up, click, like a light switch whenever Intel is not cast in a favorable light you are there with a candle. As an investment I've been down on Intel and AMD most of the year. I don't mind cheerleading as long as it is based on facts. So tell me again how Wall Street was unhappy with Intel last week? finance.yahoo.com By the way it was I, not ephud, that told you months ago that ATI had not created an accelerator chip from scratch but was using their GPUs instead. Will you be around when K8L kicks the last leg out of Intel's foundation? Probably you will. We have yet to see if K8L/rev. H can significantly outperform Intel's offerings. Many benchmarks will not be greatly influenced by better floating point performance or higher HT bandwidth. The OEMs are now opening doors to AMD, the latest is Founder in China. They follow Dell, Lenovo, IBM, and HP in expanding their AMD platforms. AMD has never been in better shape in their battle over market share. Twenty-five percent of the server market goes to Opteron, up from less than 1 percent. Yep, it only took two years of dropping the ball with Prescott to have a serious negative impact on Intel. AMD dropped the ball with rev. F and will not be a performance leader in a vast majority of markets for at least a year. That will have consequences as well.