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

To: BUGGI-WO who wrote (235715)	7/5/2007 5:35:39 AM
From: Petz	Read Replies (1) \| Respond to of 275872

re: You are critisizing Intel for not showing 3G QC official and you claim that noone beside Apple has these 3G QC models. I am not "criticizing" Intel for not showing 3G QC official, I am merely stating that since Intel does not show it as an orderable product, it is not an orderable product. These are FACTS and have nothing to do with FAITH. I based my statement about 3GHz QC Clovertown on facts, not on faith. whom we should trust more - Intel or AMD at this point? First, I do not think AMD intentionally misled investors with the "2.6 GHz estimates." Do you realize that RIGHT NOW, Apple still only shows ESTIMATED SPECint_rate_base2000 and SPECfp_rate_base2000 on their website! Estimated, not actual. apple.com Now, when Apple published that web page, I am sure they had run SPEC2000 and those are the numbers. But it might have been a while before anyone could actually order a 3 GHz MacPRO with the speed and amount of memory that was used in that benchmark result. Since they did not want to guarantee that number and do an actual SPEC submission, they just call it an estimate. When you publish a SPEC submission, the hardware MUST be available in 3 months. Apple couldn't guarantee that, so they just put an estimate on their webpage. Clearly, something went wrong so that the Barcelona chip cannot run at 2.6 GHz reliably, only 2 GHz. That is a fairly recent setback, and I did cut back on my AMD exposure by selling calls on all my stock, and I also bought some Intel and a call spread. To add to AMD or cover the calls, I would want to see it 1. outperform Intel stock (% change > 1.5 * Intel % change, 2 days in a row) AND 2. progress in solving speed-path/low clock speed problem. As for real benches, we'll have plenty when the parts get released. Petz