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


To: eracer who wrote (228237)3/19/2007 10:04:47 AM
From: Joe NYCRespond to of 275872
 
eracer,

Seems to be more of a problem for AMD than Intel in the short-term. Right now quad-core is only one speed grade behind dual-core. In Q3 Intel's fastest quad-core will be 2.93GHz and fastest dual-core will be 3GHz, both of which will be much, much faster than any single-core Celeron than Intel offers.

It is very artificial, if you asked me. Unless there is something strange with Conroe at higher than 3.0 GHz clock speeds, which doesn't seem to be the case from overclocking reports.

It could be strategic move on part of Intel to push the mainstream market to QC, while avoiding emberassment of DC chips beating QC hands down, on 9 out of 10 banchmarks, if 3.2 to 3.4 GHz Conroe was released.

Pushing market to QC, while AMD doesn't have it is a good idea on part of Intel. It will get worse for AMD if Barcelona is delayed.

But once Barcelona is shipping in volume, situation should turn to AMD favor, until Intel gets to 45nm.

Joe