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

To: pirasa2 who wrote (238491)	8/9/2007 12:55:26 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

as long as they are not painfully obsolete, they will be sold at above marginal cost in the next few quarters. They are painfully obsolete. When did Intel increase clock speeds, btw? Did I miss something? Quite a bit, evidently. This month, the 3GHZ QC Xeon becomes widely available in a standard power bin. In Q4, Harpertown brings a further increase, along with a jump in IPC. Also in Q4, Yorkville QC arrives for the desktop at 3.33GHz. Look for additional increases in H108. You see, the competition is not standing around waiting for AMD to ramp Barcelona sometime next year.

To: pirasa2 who wrote (238491)	8/9/2007 1:08:29 PM
From: graphicsguru	Read Replies (1) \| Respond to of 275872

When did Intel increase clock speeds The top clock speed has been increasing slowly, but the average clock speed has been increasing rapidly. Pick a mainstream price point for C2D, and look at clock speed changes over the last 12 months. Big change. The center of the speed distribution is moving quickly. In a recent price move, the Intel waterfall was two speed bins instead of the usual one. That and overclocking results make it clear that C2D binsplits are very good. And Intel is using that fact to make life very hard on AMD.