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

To: NicoV who wrote (238410)	8/8/2007 10:58:18 PM
From: graphicsguru	Read Replies (3) \| Respond to of 275872

the 3 GHz demo makes me believe the rather the opposite is true. Not me. If AMD wanted to do a demo of a pair of cherry-picked 90nm DC Opterons in an MCM using the same cooler, what clock speed do you think they could achieve? Higher than 3Ghz. Maybe a whole lot higher. So the new design on the new process weeks before shipping cannot match the clock speed of the old design on the old process. Hmmmm. Why is it that Intel seems to be able to get Penryn to run at higher clocks than the fastest shipping Woodcrest at intro? Because they're not screwing up. AMD is. If David is going to fight Goliath, he better not screw up. If he does, he's toast. Have you seen 3Ghz Barcelona on any roadmap? Until you do, it is just a demonstration (a real one, but a demonstration is very different from a part near shipping).

To: NicoV who wrote (238410)	8/9/2007 8:36:18 AM
From: morpheus4567	Respond to of 275872

It's also about the datacenter... They want dependable machines that run cool and quiet (mostly cooler) and can run more powerful. If they get a drop in replacement that has more cores (less boxes) and runs just as or more efficiently than what they have currently. Then they purchase new chips, drop em in, and double their computing power with almost NO difference and not needing to purchase 2X more boxes. Plus the cores, if not being used, just power down and sit idle until they are needed, it's almost a perfect world for them. Next stepping, they up the speed and start the attack again. Datacenter wise, it's almost a no brainer....go to a new box, or drop a new chip in, update bios and BAM, new computing power available without needing more cooling, space or security to physically protect the boxes. It almost pays for itself for the datacenter. I know it's a simplified view, but I wanted to get down to 'brass tacks'.