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

To: dougSF30 who wrote (221784)12/30/2006 1:23:06 PM
From: gzubeckRead Replies (1) | Respond to of 275872
 
I'm banking on AMD over the next 90 days are planning on changing the rules of the cpu game...have you looked at the frame rates of games between AMD x2 vs. Intel core2...do you really care whether you get 130 vs. 140 fps? I'm thinking more along the lines of the over all product quality and experience....



To: dougSF30 who wrote (221784)12/30/2006 1:32:32 PM
From: combjellyRead Replies (1) | Respond to of 275872
 
"Interesting that AMD bull claims are changing from "AMD will catch up" "

Nonsense Doug. AMD will catch up. But they also think the game is changing. The two aren't mutually exclusive, you know. They might be premature, like Intel was with Timna. And Timna might not have been premature. If it had been designed for SDRAM instead of Rambus, the market might look quite differently today. And AMD would have been in a bad position. But Intel didn't and AMD isn't so here we are...



To: dougSF30 who wrote (221784)12/30/2006 3:32:08 PM
From: TenchusatsuRespond to of 275872
 
Doug, > Interesting that AMD bull claims are changing from "AMD will catch up" to "Performance no longer matters-- CPUs are just a commodity" now that it looks like AMD will remain behind for the foreseeable future.

It's more than just sour grapes on the part of AMD supporters. It's the truth.

Vista might be good for a bump, but that's it. The trend towards integration is all meant to stay ahead of commoditization. That's why AMD merged with ATI. It's not about additional profits or growth, but rather about survival.

Tenchusatsu



To: dougSF30 who wrote (221784)12/30/2006 3:56:01 PM
From: neolibRead Replies (1) | Respond to of 275872
 
It has been obvious for quite awhile now, that CPU performance has way outstripped software innovation. Both AMD and Intel are screwed if software developments don't rise to provide useful productivity improvements which use the compute power so cheaply available.


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