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

To: kpf who wrote (219121)	12/5/2006 6:36:41 PM
From: j3pflynn	Read Replies (1) \| Respond to of 275872

Welcome back, Klaus!

To: kpf who wrote (219121)	12/5/2006 7:22:17 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

kpf Could u pls provide couple shorthand lines how you see things competitionwise currently nearterm - longerterm for me? Current available products have Intel controlling the highend for desktops, well ahead in server and workstations at 2 sockets and on par to slightly ahead in 4-way. AMD is moved down the performance curve for the foreseeable future and their ASPs will suffer accordingly. When it comes to yield and binsplits it's too early to tell much about AMD's 65nm process, which appears to be a paper launch at this point but we will know better in the weeks and months to come. 4X4 is an embarrassment and AMD's "true" Quad core shows no clear signs of overtaking Intel's current shipping QC when AMD's part eventually ships. Longterm, it's anybody's guess.