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

To: DDB_WO who wrote (225467)	2/6/2007 5:40:50 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

So what do you expect to see during summer? 2.5 GHz Barcelona vs. 2.66 GHz Clovertown or an even faster Intel offering? Well, let's see: 1. AMD won't have any 120W parts this summer, if DT is correct. They show them entering production in Q3, so I wouldn't expect them before October. 2. That aside, Intel has a 3GHz Clovertown they can deploy whenever they choose. 3. Finally, I expect that Core2 will maintain an integer advantage clock/clock. Combined with a ~20% clock advantage, one can understand why Otellini is comfortable stating that Intel will maintain performance leadership. (And late this year, Penryn 45nm upgrades arrive, followed by the Nehalem death-blow in H208.)