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

To: economaniack who wrote (219872)	12/10/2006 12:33:31 AM
From: dougSF30	Read Replies (1) \| Respond to of 275872

I am fairly sure that I have read a fair number of recent comments that CMW yields must be poor to justify the slow ramp 1. An AMD fan posting wishful comments doesn't make it so. 2. The ramp is anything but slow. and low power performance that somewhat offset CMW's performance edge Not really. CMW also drastically improved Intel's power requirements. so I don't know what the scale factor was, I do, and I just told you what it was. nor what changes have been made to the core. Nothing other than a bugfix or two.

To: economaniack who wrote (219872)	12/10/2006 12:35:35 AM
From: FJB	Read Replies (1) \| Respond to of 275872

not too long ago Otellini himself lamented that Intel wasn't matching AMD throughput What are you referring to? I don't recall anything along those lines.

To: economaniack who wrote (219872)	12/10/2006 7:12:44 AM
From: aleph0	Read Replies (1) \| Respond to of 275872

economaniack, first a big thanks for making this board interesting again. I agree with your statement on being more worried about ATI than CPU revenues/ASPs etc. My question : Is there a distinct disadvantage in having ATI/AMD as a merger rather than an aquisition ? A merger wouldn't have cost AMD a penny IMO. Is this just a question of "ego" in terms of "who" runs the company from then on ? .. or are there more serious factors involved ? TIA