Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer Phud who wrote (257435)	12/17/2008 3:28:48 PM
From: wbmw	Read Replies (1) \| Respond to of 275872

Re: It's official. 2 Nehalems blow away 4 Shanghais. Hey, good news for Intel, but I don't think that responds to Pete's argument. He can't deny that Nehalem performance is spectacular, but he's attempted to argue the following: 1. That Intel's platform transition from FSB to QPI will require a time line similar to AMD's first implementation with Hypertransport, with Opteron in 2003, which took a few years to gain major traction in the market. His argument is that customers didn't trust AMD until they'd had a year or so to test production systems, and by that logic, Intel should face the same hurdle. I think this one's easily debatable, but I haven't seen anyone try to argue in the way I think it should be argued. 2. Even if Nehalem does ramp in the market faster than a year's time, Pete expects the main reason for the performance to be due to the bandwidth provided by QPI, something he believes AMD will have an equal to or greater solution with Hypertransport 3.0. Again, one might want to discuss the performance implications of ramping HTT 3.0 without DDR3 to provide the bandwidth - something AMD won't have until 2010 - but I haven't seen anybody approach it this way.