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: j3pflynn who wrote (233085)	5/18/2007 1:50:04 PM
From: BUGGI-WO	Respond to of 275872

@Paul " The platform is very important, as has been shown with Centrino. " Yes, absolutly correct. At this point, AMD showed good pro- gress in the last year, the problem with the Griffin Paper- stuff here is, that for the next year, AMD has to stick with that, what they now have. Its not that worse, but can't reach the old NAPA platform. Intel is now going to Santa Rosa and what is AMD doing? Nothing, thats the serious answer. Intel has upped clock up to 2,4G with 2,6G in single core mode. The next leg up to 2,6G is already in the pipe - again, what is AMD doing? I don't want to go to Mid 2008 - we don't know, what platforms will compete against each other and how MPUs will look like, the most important thing (and that wasn't that new, but I expected more) was, that for the next year, AMD hasn't something new in the pocket for that space. Looks not nice, when competition is already ahead. One piece of the puzzle more, which points to the wrong direction. BUGGI