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

To: tpcong who wrote (239857)	9/5/2007 11:59:36 PM
From: wbmw	Read Replies (2) \| Respond to of 275872

Re: I say this stepping is meant to satisfy the socket compatible upgrade customers. Are they going to be disappointed? Perhaps. The upgrade proposition itself is pretty underwhelming. Think about it: "Sorry we promised you an Intel killer and couldn't deliver, but if you pay $370 per processor, you can upgrade those dual core Opterons to something that offers slightly incremental performance. Just don't bother if you already have a 2.6GHz Opteron or above, since upgrading will cause you to lose performance in some apps...." And by the way, this assumes these customers who have been waiting patiently haven't already gone back to Intel. Somehow, the whole upgradability promise seems a bit of a wash to me. Intel's customers had forwards compatibility ever since Dempsey, and all the way through Harpertown. Barcelona doesn't promise anything new. Re: You maybe right about the reviews. You may be right about the analysts reaction. The truth is this is the first monolithic x86 quad core processor known to mankind, and something Intel will not be able to achieve until Nehalem and CSI. Ok, but here's a practical question: "So what?" Why would people care if Barcelona is native quad core or not. Are you the kind of person who prefers a $100 bill instead of two $50s? Or how about this: Woodcrest was the first quad-issue x86 processor known to mankind, something AMD won't have until... Bulldozer at the earliest, I guess. But that and Native Quad Core are specifications that are best relegated as interesting trivia. Since this is an investment forum, I'll focus on whether these features can contribute to having the best processor performance at a given power level. That's what essentially governs the ASP that the product will receive, which contributes to earnings, which contributes to the stock price. Anything else is irrelevant.