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

To: Elmer Phud who wrote (261769)	10/8/2009 1:23:41 PM
From: eracer	Respond to of 275872

Re: I think it's reasonable to think AMD's costs are higher, all things being equal "All things being equal" won't apply because there will be very little similarity between Radeon and Larrabee. Perhaps AMD's costs will go down if/when GlobalFoundries can provide some real competition for TSMC. AMD has next to no resources while Intel has almost unlimited resources. That's a recipe for an eventual crossover. How has unlimited resources worked for Tukwila over the past few years? If there is a discrete GPU crossover in the next few years it will probably have more to do with AMD's failure in the CPU business rather Larrabee's success as a discrete GPU. The only place I see Larrabee doing well compared to Radeon is in GPGPU related sales.

To: Elmer Phud who wrote (261769)	10/8/2009 1:29:19 PM
From: jackthetab	Read Replies (2) \| Respond to of 275872

"And I think it's reasonable to think Larrabee will be cmpetitive, but it is somewhat speculative, I admit. AMD has next to no resources while Intel has almost unlimited resources. That's a recipe for an eventual crossover. I think that's more than just wishful thinking." Larrabee, if released today, would be a low end part with a massive die for the trouble. I don't think this will change for quite some time. While AMD has next to no resources, they managed to be have the highest performing card AND at the lowest price while also pushing out the next biggest player if rumors are true. Pretty good for having nothing. Meanwhile, Intel with infinite resources for the last 10-20 years has yet to field a competitive offering besides low performing integrated graphics. Now they want to go down the road of having general purpose x86 cpu based chips instead of AMD's method of creating purpose built chips uniquely suited to the task with decades of experience behind them. Unless, bulldozer is a game changer, AMD's graphics side has had a higher rate of development than their processor side. Intel is pretty new to this game and the last time they tried with the i740 it bombed. You may very well be right long term, but i believe the time horizon is so far out it is irrelevant today. If Intel was to gain IP via acquisition then that changes everything, but doing it on their own makes it look like AMD doesn't have much to worry about right now. Just my opinion.