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


To: mas_ who wrote (249008)3/20/2008 6:23:53 AM
From: tecate78732Read Replies (1) | Respond to of 275872
 
Do you have knowledge of this or just guessing? what do you base this statement on?



To: mas_ who wrote (249008)3/20/2008 6:40:37 AM
From: graphicsguruRead Replies (1) | Respond to of 275872
 
Tulsa was not a dud Huh?

Tulsa was an overly expensive, power-hungry, relatively
poor performer. During its tenure, Opteron took
all kinds of 4S market share.

In what way was it not a dud? Cache size. And nothing
else.

All flavors of 4S Opteron looked very good vs. Tulsa.

And they look pretty bad against Tigerton. Which is
why AMD is losing share. Except if you look only at
spec-fp. Which is why AMD has some high-profile
HPC wins that didn't care about the TLB issue.

I don't think the 4S space will be getting any better for AMD.
4S Barcelona isn't competitive for anything but HPC at its
current clock speeds.

Soon 4S Opterons will be competing against Dunnington and
2S Nehalem as well as price-reduced Tigerton. It's not
going to be pretty.



To: mas_ who wrote (249008)3/20/2008 9:26:53 AM
From: chipguyRespond to of 275872
 
Next quarter the share will swing back when Barcelona is on sale with all the OEMs.

AMD might be able to ship its underwhelming "new" product
in quantity next quarter but its reputation is in tatters and that
will take much longer to fix. Of course AMD can always price
Barcelona to sell but given its die size and expensive process
that will hardly be the route to economic salvation.