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

To: Plissken who wrote (212715)	10/5/2006 5:46:38 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: Considering that they want to try to sell it to the computer enthusiast segment, that means about 90% of the potential customers WILL be educated about the difference. Now I guess you need to rub that lantern a couple more times. Genies are only allowed to fulfill three wishes in one turn... I expressed no wishes at all. Much of the computer enthusiast segment is educated as you said. They will be aware of the many convenience, cost, power, and noise limitations 4x4 imposes. Rahul Sood's comments about Kentsfield vs. 4x4 are a clue that 4x4 performance is not all that spectacular either: I just wanted to drop a quick comment on the 4X4 vs Kentsfield questions I’ve been receiving. I believe Kentsfield is to Conroe as FX-60+ was to FX-57. Kentsfield is a drop in replacement to Conroe, and judging by the performance we’ve seen I suspect that all of our Intel liquid cooled machines will migrate to Intel Quad Core as they become available. Intel Kentsfield is a damn good processor, and considering the power requirements are similar to a Pentium 4 I’d say it’s going to be a major player in the enthusiast space. Unlike the Pentium 4, Kentsfield isn't "sell proof" therefore there is no reason for Intel to start a price war on such a processor: Kentsfield will sell itself. In order for 4X4 to be successful AMD has to somehow find applications that take full advantage of NUMA compliance and massive multithreading (because AMD has very good multi-threading potential). When I said “AMD may create a new category of enthusiast”, this is true. This is not your average gamer, I believe the person buying 4X4 is going to be someone who does tons of content creation and plays games. 4X4 has the potential of being an independent platform with very unique configurations. I do not for one minute believe that AMD is positioning 4X4 to be a volume play. Until today no one has tried to create a true enthusiast level motherboard with no ECC and unbuffered memory, overclockability and all the rest under a dual processor configuration (with multiple core upgradability). This is what 4X4 is supposed to be – let’s wait and see what happens. voodoopc.blogspot.com Kentsfield "damn good", "major player in the enthusiast space" and "Kentsfield will sell itself". No such glowing remarks for 4x4. It appears AMD needs to search hard to find applications suited for 4x4 (in other words it loses a lot of benchmarks) and will be low volume. It looks like the practical Kentsfield approach will win the marketshare, revenue and profitability battle while 4x4 "engineering perfection" looks good on paper but will accomplish little else.