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


To: b4dt4ste who wrote (249072)3/20/2008 10:06:40 PM
From: GlooRead Replies (1) | Respond to of 275872
 
AMD downsides are never a factor in his predictions.

He declared Barcelona a HOMERUN hit before it was even shipping by a single Tier 1 OEM.

Extra cache on Shanghai will not save it against Nehalem which will have significant IPC improvements over C2D and massive bandwidth improvements.

Both are future to-be-released products, but I believe the risk of a lithographic process change (in the former) is much greater than the risk of an architectural change (in the latter).