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

To: gzubeck who wrote (229998)	4/15/2007 2:51:25 AM
From: dougSF30	Respond to of 275872

We already have a reasonable idea of what AMD will be putting out, based on what they have said, and not said. Barcelona will lose to Clovertown on most apps, let alone Penryn. Clock-for-clock, on average, Barcelona may outperform Clovertown by 10%, if AMD is lucky, but Clovertown will hold a 20% clock advantage. Penryn will likely push the IPC contest to a draw, and increase the clock advantage to 30-40%. There will be specialized bandwidth-critical apps where Barcelona wins, especially in 4P, but that's it. Then there is AMD's advertised "slow ramp", "2007 is about design wins", "no financial impact until Q4", etc.