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

To: NicoV who wrote (238401)	8/8/2007 3:35:08 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@Nico " I would be vey dissappointed if K10 doesn't bring any IPC gains. " The K10 will of course bring IPC gains vs. K8, thats no question, that question is how much -> seems in the 25% ballpark. " I would also be very surprised if K10 didn't bring clock speed increases, certainly for the dual core version. " AMD is now at 3,2G K8 DC, all datapoints from K10 show much much lower clock levels. Could they reach K8 levels, sure, is that likely, no. As said, we have august now and the first modells should appear in volume when we could trust AMD language, but noone has seen a public bench yet - its not very conv. when you ask me, not at this point; instead we could see Penryn benches which look better than many thought. You could connect these datapoints. BUGGI