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: Rink who wrote (227077)	3/1/2007 9:19:19 AM
From: BUGGI-WO	Respond to of 275872

@Rink - Barcelona " That's quite a large frequency gap between Barcelona and Agena. I vaguely recall seeing it before and therefor I currently don't think that it's a typo. If the gap turns out to be this large, how can that be explained? " Its clear, that Barcelona will be the product of choice over time. The same is going on at Intel with C2D. Ramp, ramp and replace old products over time. AMD will do the same and you couldn't only launch high-end (QC) product lines ... When we look at the X2 today, the Bins vary between 1,9G for the X2-3600+ up to 3,0G for the X2-6000+. When we now look at the future 2,0-2,9G (DC) range (assume that this is right), its not wider. Could be, that AMD will sell 2G parts for just over 100$, when its introduced and the 2,9G part for 400-700$, depending on overall market conditions. Thats what I'm expecting. BUGGI

To: Rink who wrote (227077)	3/1/2007 9:23:33 AM
From: mas_	Read Replies (1) \| Respond to of 275872

Is he wrong ? When all you do is parrot roadmap rumors then you are only as right or wrong as the rumor. The frequency difference between dual and quad can be explained by allowing more power for each core within the same power envelope by having less cores to share it amongst.

To: Rink who wrote (227077)	3/1/2007 9:33:39 AM
From: j3pflynn	Read Replies (1) \| Respond to of 275872

Rink - re: Agena. Probably a higher TDP, since it's an FX.

To: Rink who wrote (227077)	3/1/2007 10:14:48 AM
From: kpf	Respond to of 275872

Rink If the gap turns out to be this large, how can that be explained? Time would make an easy explanation. All what's left to guess is how long process learning takes from 2,3 to 2,9 GHz top-bins. For a careful approximation, i'd say it's neither weeks nor years. Tough to home in closer. I'd aim my dart for three quarters. I am aware it's less than that on the roadmap. In this respect, i guess understanding the quote as Agena's top bin "between 2,7 and 2,9" (depending on how fast it goes) resolves the contradiction. Top-bins from 2,3 to 2,7 in two quarters sounds feasible. The wording is not unusual in terms of previous PR-patterns, as well. K.

To: Rink who wrote (227077)	3/1/2007 11:55:40 AM
From: dougSF30	Respond to of 275872

Rink, AMD is "introducing" Barcelona in June, but Barcelona (which is sever) will not be in the market until Q3, per Richard, twice now. On the desktop, AMD's Agena core will be a Barcelona equivalent shipping at between 2.7 - 2.9GHz. It's either dual-core at that speed, or a typo, or they are making the desktop TDP 200W. Nothing else explains it.