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

To: Petz who wrote (238827)	8/15/2007 4:16:26 PM
From: graphicsguru	Read Replies (2) \| Respond to of 275872

I have a hard time believing anyone will want to buy 95W 2 GHz Barcelona chips when much faster chips are right around the corner. Well, we agree in part. If I were looking to buy AMD servers, 2Ghz wouldn't cut it. I'd wait. So we agree that short-term Barcelona sales will be very small. Then the question is how long I'd wait before giving up on AMD and buying Clovertown or Penryn-based products. Only a matter of months, I'm afraid. I don't think AMD has a lot of time to ramp the frequency before their server share drops a good deal further.

To: Petz who wrote (238827)	8/15/2007 4:24:46 PM
From: wbmw	Respond to of 275872

Re: I have a hard time believing anyone will want to buy 95W 2 GHz Barcelona chips when much faster chips are right around the corner. Why wouldn't they? It's not as if AMD is going to cut the prices of 2.0GHz chips when the faster speed grades launch. Buying a 2.0GHz Barcelona in September is no different than buying a 2.0GHz Barcelona in November when 2.3GHz parts are shipping at a higher price.