Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: eracer who wrote (225551)	2/7/2007 8:12:39 PM
From: kpf	Respond to of 275872

eracer It was Joe Six Pack and businesses buying Willamettes. The enthusiast crowd was far more friendly to Athlon. U might be right. I am out of this community for a quarter of a century already, so I only see what the enthusiast sites had online in 2002. With a few notable exemptions. Van Smith, to name one. As for Intel lowering price, i see more a replacement of Conroe by Kentsfield. From another stance, a 65nm-fab fab ramping down Netburst and ramping up Kentsfield. So I agree in goto's view, except i expect it to materialize a quarter or two slower than him. K.

To: eracer who wrote (225551)	2/7/2007 9:50:17 PM
From: Joe NYC	Respond to of 275872

eracer, I think quad-core will be almost worthless for the desktop for at least a couple years to come. I believe Intel is lowering Core 2 Duo prices to keep a lid on AMD desktop ASPs and quad-core makes a convenient placeholder for high-end pricing. I think so too (that quad core will be almost worthless for desktop for a while). What I am wondering is if the buyers will come, ready to pay the high prices for quad core - and end up with lower performance. Just looking at the roadmap that Hans posted, 3 GHz Conroe will outperform by a good margin all of the Kentsfield offerings on desktop apps, while it will be a lot less expensive. If the roadmap is anywhere near the ballpark, and if Intel slashes prices of 3 GHz Conroe dramatically (with no new speed grades on the horizon), it seems to me that the CPU pricing will be screwed up for extended period of time. You can't fool all the people all the time. I don't think AMD and Intel will fool people into quad core, at price premium and performance penalty. It is one thing to reach a plateau in performance, and Conroe at 3 GHz (or 3.2 GHz) seems one of those plateaus. It is entirely different if at that plateau the prices really stink (from producer point of view). Joe