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

To: rudedog who wrote (257471)	12/20/2008 8:00:48 PM
From: wbmw	Respond to of 275872

Re: Since this is a forum for AMD investors, I think it is important to maintain a realistic view of the competitive landscape. The full range of Nehalem products will not be broadly available for a while, perhaps not until second half, while AMD has that range now. Even without the macro economic situation, which may change buying decision criteria, 2009 promises to be a much more interesting market for server technology than wbmw's post suggested. We haven't seen a lot of data on Nehalem, but based on how well Harpertown performs, and knowing some of the delta in system architecture, it's not hard to extrapolate a big leap from Intel. Like I said in my last post, you have a lot of anecdotal evidence ("I talked with this guy, and heard from another guy..."), but I'd still like to see the quantitative evidence. According to public data, Shanghai is only incrementally higher performing than Harpertown across a wide variety of workloads - so I can only deduce based on the changes in Nehalem that are public information - that Shanghai is going to be in for a world of hurt. The SAP submission supports this, but it's just one data point. When more comes out, it may change things, but with everything I've seen so far, I think you'll see that in more workloads, Nehalem will outdistance AMD by a sizeable amount.

To: rudedog who wrote (257471)	12/21/2008 6:23:47 AM
From: tecate78732	Respond to of 275872

True enough and fair enough.

To: rudedog who wrote (257471)	12/22/2008 8:55:34 AM
From: smooth2o	Read Replies (2) \| Respond to of 275872

re: So I'm not saying Nehalem is not going to be a great product - but I don't think it is an across the board walk-away, and there are important workloads where (at least in current state) it is not superior to current shanghai products. In particular, at lower levels of processor utilization, Nehalem power management gets to a lower number, but for workloads with higher levels of average utilization (which is after all the goal of virtualization), AMD power envelope looks a little better. Uhh, you are way out of date. 2S Nehalem beats 4S Shanghai. Check Ihub/Intel for numbers... Smooth