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

To: Petz who wrote (240201)	9/10/2007 6:51:26 PM
From: wbmw	Respond to of 275872

Re: It would take a Barcelona frequency of 2.9 GHz to "catch up" to the 130W Tigerton 4S result at 2.93 GHz. Thanks for following up, Petz. It's better than I originally expected, that's for sure. I had projected Intel with a 2 year gaping hole in their MP roadmap, but after today, I actually think they are well positioned. AMD isn't going to win the market by "catching up", or even with a slight performance advantage, assuming they release a 3.0GHz MP part before Intel launches Dunnington. I think many people here should admit after seeing the plethora of benchmarks today (thanks mostly to Anandtech and Techreport) that Barcelona is far from the savior they thought it would be. Besides having the high memory bandwidth, floating point heavy, HPC oriented workloads in the bag, or performance/watt in some very power sensitive installations, I really don't see a reason not to buy Xeon instead. Barcelona may start to halt some of Intel's market share gains, but I really don't see AMD getting back to 25% of the market without something significantly stronger. And if you are going to compare forward at 2.5GHz, you ought to include Penryn in that comparison as well.