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

To: combjelly who wrote (237507)	7/28/2007 12:14:42 AM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Well considering the AMD stunt comes with a "not until the end of H108" disclaimer attached, it isn't all that convincing either. anandtech.com While Phenom won't be anywhere near that clock speed when it launches at the end of this year, AMD expects to be at 3GHz within the first half of 2008.

To: combjelly who wrote (237507)	7/28/2007 1:50:56 AM
From: wbmw	Read Replies (1) \| Respond to of 275872

CJ, what are you saying? That Intel demoed the Pentium 4 overclocked at 4.0GHz with cryogenic cooling, but AMD demoed Phenom overclocked at 3.0GHz with air cooling, and therefore it's more likely to happen...? Intel got to 3.8GHz with Pentium 4 and then stopped there because they shifted their business decision away from high frequencies. The 4.0GHz number, while round and appealing, was essentially moot for many reasons. The biggest one was that performance at 4.0GHz wouldn't have been much better than performance at 3.8GHz, so it wasn't worth eking out another speed bin. That was when Intel canceled Tejas and went to dual core. It was the right move. The myth that Intel wasn't able to hit 4.0GHz is silly. They were 95% of the way there, and chose to abandon that strategy. Conversely, AMD isn't 95% of the way to reaching 3.0GHz, but they are sort of pressured to hit this number anyway, because they really have no other way of deriving enough performance to be competitive otherwise. So I think they will hit it, but not without a large investment in timings, power reduction, cherry picking, and finger crossing. If AMD's demo signified anything significant, we would be seeing a change in their roadmaps because of it. Rather than having their Analyst Day slides claiming that 7% of their volumes will be 2.3+ GHz "Special Edition" parts in Q4, one would think they'd claim something much closer to 3.0GHz, if not 3.0GHz precisely. Instead, they are 1GHz away from reaching it with their launch speed, and somewhat close to 700MHz away from hitting it with their Q4 power hungry "Special Edition" speed. To me, AMD's demo was out of place, based on the rest of their slides. It's hard for me to take it seriously when none of their roadmaps reflect the higher speeds. For all I know, they could have patched the BIOS to claim 3.0GHz, while actually delivering 2.0GHz with the demo. Oh wait, I better not suggest anything deceptive like that. It's not like AMD is desperate or anything....