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

To: jspeed who wrote (220241)	12/13/2006 9:20:26 AM
From: Gopher Broke	Read Replies (3) \| Respond to of 275872

Theer is a good article by Scientia comparing AMD and Intel's roadmaps over the next couple of years. Blend of technical stuff (why C2D is so good compared with K8 and what K8L brings to the table) and well reasoned projections. Worth a read. scientiasblog.blogspot.com Bottom line: C2D will not wipe out AMD :) but K8L will restore IPC parity and no more :( However, the bus architecture means K8L will be the better server processor, so Opteron should retain its traction. Which is all so-so for AMD until you consider that a duopoly looks increasingly likely. What does that do for the share price? Currently combined market cap is $130B so can we split that equally and predict AMD at $120 and INTC at $11?