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

To: dougSF30 who wrote (219873)	12/10/2006 1:39:39 AM
From: economaniack	Read Replies (1) \| Respond to of 275872

As to CMW yields, Intel has huge inventories of Netburst chips, and unmet demand for CMW. Given their capacity, if they were getting "mature yields" they should be able to handle all the mainstream and some of the low end volume, since they seem to be short high end parts it is pretty reasonable to conclude that yields aint that good yet. Not that that is a problem after all AMD is just shipping parts now so Intel is surely way ahead on any metric at the moment. AMD does have an edge in idle power consumption apparently related to leakage and SOI. CMW did fix the Netburst disaster as far as consumption under load, and seems to have a fairly significant advantage in performance per watt fully loaded. If you a running your computer flat out all the time, or need the last 20% of available performance, Conroe is probably your chip. If you have the box idling or wordprocessing or surfing the net 99% of the time, CMW is less good, it has higher cooling requirements and significantly for notebooks a higher power draw. For the first time I can remember, AMD has a processor I can recommend for everything other than flat out performance notebooks. Intel made piles of money when they owned the SFF notebook space and AMD was ahead on performance and desktop parts, I expect that notebook parity will offset some of the losses elsewhere. Finally I have learned to wait a few months after initial parts to begin to judge a performance node. If AMD hasn't realized any improvements from 65nm by April it will start to be a real issue. Now it is just something to watch. e