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

To: dougSF30 who wrote (221800)	12/30/2006 2:23:45 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Will the first shot succeed or fail, and when will that be?" Dunno. I haven't seen any benchmarks. Based on the architectural details released, it will depend on the benchmark. Multi-threaded applications could have a significant per clock advantage. Floating point/SSEx should be at least equal, if not better on a per clock basis. And virtualization should be significantly better. Will it be the darling of the gamer crowd? I dunno. I'd rather see AMD the darling of the commercial crowd. Which, between HP and Dell, it has a shot at.

To: dougSF30 who wrote (221800)	12/30/2006 2:38:05 PM
From: Magrathea	Read Replies (1) \| Respond to of 275872

Doug, Is your whole measure of INTC success based upon the performance crown of highest bin? I grant you that INTC will hold the crown until at least May (in shipping for revenue.) Maybe not even until July. Maybe AMD will pull off a "Conroe demo" 5 months before shipping - maybe not. There is more to business success than the performance crown, however. I don't have a link, but I think it was Dvorak who pointed out that while INTC has the performance crown, the lowest bin coming out of AMD beats 75% of INTC's current production at the end of 2006. It may not be exactly right, but it is not wrong in concept - INTC is producing a some gems and a lot of junk. Speaking of which, I wonder if INTC will finally reduce their inventory this quarter. This past month it has made little sense to be in either of these stocks. -Magrathea