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 (226522)	2/21/2007 11:20:36 AM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: You assume that AMD is standing still and Nvidia goes further ahead - mmhhh, fair assumption ... no. What is that even supposed to mean? Would Barcelona being delayed to Q2 08 would be a sign that AMD is not standing still? I think you way overestimate Nvidia... What do they do? Made more money than ATI? Made more money than AMD? Sold a high-end DX10 GPU half a year before AMD? Sold more chipsets than AMD? Up to this point I'm seeing a smaller ATI DIE. I'm really wondering, why you always assume a better cost structure for Nvidia? I never said NVIDIA had the lower cost structure. However, selling high-end DX10 GPUs for the past three months is preferable to selling none. This is correct, but you don't know exact SPECs for Nvidia and the same is correct for AMD. So why could you claim that Nvidia has a advantage here? I can't claim with certainty that they do, but I can claim NVIDIA is having a much easier time designing and producing high-end DX10 GPUs than AMD even with the disadvantage of a larger die. I suppose R600 yields could be great, but the AMD/ATI engineers just weren't bright enough to design one that actually works by now. That would certainly be a sign that AMD isn't standing still, right? You exactly descriped what Nvidia is doing too. It seems that you are the one, which should learn a lesson. Go ahead Eracer, you could always bash AMD for any point, but here you have no facts on hand or you descripe things, which are also true or common practice at Nvidia. Wrong. NVIDIA went with a proven 90-nm process for the 8800 series. I've learned my lesson though. Each AMD delay is a sign they are moving forward. Perhaps they will lose money on every part sold and making it up with volume will only worsen their financial condition. So in that respect AMD may be moving forward by producing nothing. ;-)