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

To: Rink who wrote (219154)	12/5/2006 7:56:25 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

that is reasonably largely expected to have significantly better FP performance than comparable Intel products, while Integer performance might be about on par (less clear). I think that may be overstating things a little bit. Significantly better fp_rate than current Intel QC parts, perhaps. And if the 2.5GHz is correct for top speed, I would guess integer performance will lag even current Intel QC parts. Also, if AMD launches in Q3, and not Q2, Barcelona will probably face Intel 45nm enhancements, running at higher clocks, with some extra sprinkles of features at launch, or shortly thereafter.

To: Rink who wrote (219154)	12/5/2006 8:12:26 PM
From: Elmer Phud	Read Replies (2) \| Respond to of 275872

Edit: Rink, sorry I got the wrong name. (native quad core Barcelona) that is reasonably largely expected to have significantly better FP performance than comparable Intel products I haven't seen this before CJ. I can understand how SPECfp_rate would continue to hold it's lead but Intel is far ahead in SPECfp and I don't see Barcelona moving up and past that, at least not by much if at all.

To: Rink who wrote (219154)	12/5/2006 8:37:55 PM
From: kpf	Respond to of 275872

Rink, many thanks for your opinion. From what I was able to process cognitively in couple of days from what happened this year I absolutely agree in your take about the ATi-Aquisition. Actually, from circumstances it looks pretty much like a forced move to me. Shorthand line of arguments: - Beyond 45nm "the wall" seems to be pretty solid, this is the tenor I sense of about every scientific publication I looked at. Actually so solid that it seems the only hope to extrapolate the 2-year-cycles Intel needs to perpetuate its money machine is that what we consider physical laws (i.e. natural laws, as physics are a natural science) would be falsified anytime soon. So what are the options to perpetuate the model nevertheless? Play strength, naturally. Epic is dead, so Timna can live. But Intel cannot communicate this, obviously. Announcing Timna again would become a laughing stock without any doubt. Developing it would not. - This world is small. And the industry even smaller. And people talk. So AMD knows. - Timna is a killer product considering the mobile trends. - Now I believe it is clear what I am getting at talking about a forced move: AMD needs Fusion - an there is now freaking chance it can develop it alone. nvidia is in custody aka development agreement or whatever this one was called with Intel, then there is some Taiwanese me-too-developers - and ATI. - When I said Intel plays its strengths I am talking money as well (natually): Forcing AMD into an acquisition to survive beyond this decade adds a pack weighing as heavy as the cost of an additional node on AMDs shoulders - instantly. Which does not exactly ease AMDs way going forward - carefully said. 'nuff said. K.