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: BUGGI-WO who wrote (226242)	2/17/2007 6:17:11 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: so if AMD delivers 7,5% its more than INTC) -> my own guess: QC from Intel will come in at 5-6% for the whole 2007 year from Doug: K10 is projected at ~7.5% of units for the entire year, and that is probably optimistic -> Who has a problem? You are confused. K10 does not equal quad-core. K10 also includes dual-cores, many of which won't even have L3 cache. Intel plans to ship 95% Core 2 based CPUs on the desktop in Q3 and 100% in Q4. K10 desktop dual-cores probably won't be much if any faster than Intel's offering. In 2-way servers quad-core Clovertown is expected to account for 30% of Intel's shipments in Q1 and rising to 70% in Q4.