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

To: BUGGI-WO who wrote (238396)	8/8/2007 2:59:28 PM
From: pirasa2	Respond to of 275872

They have wiggle room. Latest Brisbane steppings can achieve 3.2 Ghz at or near stock volts (check out xtremesystems.org forums), and the nature of this business is that that will only improve in 2008. Should Intel's belated Core 2 Celeron squeeze the 2.1 GHz Brisbane, AMD will be able to start drawing the line at 2.3 GHz. This wasn't feasible only 6 months ago, luckily Intel just had P4 925s back then. Keep in mind that regardless of the C2D hoopla, the Brisbane in absolute terms is a magnificent chip and comparatively does very well against the stripped down C2D parts, both in performance and performance/watt. More than a year into the Core2 Duo's introduction, Intel is still selling 1.86-2.4 GHz parts at $100-150+ prices, at least at retail. With 4-5 CPU fabs, they are by no means a nimble competitor.

To: BUGGI-WO who wrote (238396)	8/8/2007 3:05:38 PM
From: NicoV	Read Replies (1) \| Respond to of 275872

>I call that stupid, just because K10 will provide no speed upside, what we could see so far - the same could be expected for prices. I think it is too early to claim this. I would be vey dissappointed if K10 doesn't bring any IPC gains. I would also be very surprised if K10 didn't bring clock speed increases, certainly for the dual core version. The initial version may be the Thoroughbred A of the K10 generation, but that issue will most likely be resolved when the next stepping arrives.