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

To: Elmer Phud who wrote (220133)	12/13/2006 12:19:31 AM
From: Ali Chen	Read Replies (1) \| Respond to of 275872

Ephud says: "You seem to imply that some parts may appear good but they can't be sold. Whatever gave you that idea?" It looks like it is your idea, or interpretation at least. "Good" is a relative concept. You know, all chips can be sold if you include selling scrap for recycling of raw materials, technically speaking :-) :-) What I see on the market is that there is an excess of bottom-line processors (1.6GHz) that are offered at rock-bottom prices, and any processor upgrade carries substantial premium, up to $1,300 sometimes, just try to configure a Dell workstation 390 or 490 for example. This tells me that higher grades (only 2.66GHz!) are in serious shortage if the demand has to be balanced by such a high price differential. "What makes you think you can't identify the intra-die variations at sort?" Maybe you can identify, but what can you do about this? "Is this your explanation? This is just nonsense. I don't know who is feeding you this but just like you, they don't know what they're talking about." Which nonsense you are talking about? It looks like you are disputing the fact that recent Intel chips can be overclocked on limited workloads to 2x of the Intel guaranteed clockrate. It is quite a substantial gap that is left on the table... The rest is my interpretation. "You need to stop this almost incoherent rambling and do some research. You have only a small percent of the picture" You are probably right, it is useless. However, what I do know that even small percentage of bad things do not cancel each other, they tend to accumulate. I also think that it is you who needs to stop, first your "1 million Coppermines per week that will flood the market", then "flash is profitable", then "yields are good", then "stuck-at-fault solves all screening"... Sounds like enough, right? "... but a way overblown ego. In Texas they'd say Big hat.... No cattle.. " You are right, we don't nave much cows left in Austin, Texas:-) However, we do design and make here some nontrivial and good chips ...