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

To: Ali Chen who wrote (229101)	3/28/2007 6:46:56 PM
From: smooth2o	Read Replies (1) \| Respond to of 275872

re: Or are you saying that Intel is downbinning really good parts? For what reason? Looks that way to me. There's lots of headroom and todays slides showing that Intel is overclocking Penryn (this is a FEATURE) Core 1 when Core 2 is offline says they are seeing the same thing in 45nm as in 65nm. Why? Have you seen the comparative AMD/Intel price/performance curves? It shoves AMD down to about mid-Intel performance leaving the high end to Intel.. Look for much more of that @ 45nm, especially if AMD fails to get 45nm working (def: working: not same frequency, lower power). You might also note that Intel is sacrificing TDP for speed (b/c their process has it). Why? B/C they can. Otherwise, you would see speeds slightly above AMD and MUCH lower power. Smooth