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


To: jspeed who wrote (214852)10/25/2006 5:57:38 AM
From: setiRespond to of 275872
 

drjohn

It's not even clear why Dell would launch a 2S HPC AMD box now


Of course they should have done it long ago. Everybody recognizes that. Why bother stating the obvious?



To: jspeed who wrote (214852)10/25/2006 11:58:49 AM
From: gzubeckRead Replies (1) | Respond to of 275872
 
Reality time...

AMD will gain %15 speed improvement at 64 bit os
Intel will gain %10 speed improvement at 64 bit os
net gain on Intel + %5....

AMD's die area will be much smaller than Intel's at 65nm
We do not know how much of a speed gain 65nm will bring AMD (at least improved energy consumption)...

AMD's motherboards are probably cheaper (not quality-wise)
AMD's product perception is now considered quality now (big plus)

For those looking for ultimate desktop performance they will gravitate to the quad cores...dual cores in most circumstance still offer very good performance...

If laptop chips are improved next quarter as well as server chips whats the debate over desktop superiority for...fantasy competetion...LOL

AMD products will fill a lot of gaps left open by Intel...



To: jspeed who wrote (214852)10/25/2006 1:36:56 PM
From: dougSF30Read Replies (4) | Respond to of 275872
 
Dell is getting killed competitively selling Intel only.

The trouble is, that's mostly a "was" at this point, and will be getting more so over the next 2-3 quarters. They needed to do it years ago. Now things are back to the point where they don't really need to.