Technology Stocks : Advanced Micro Devices - Moderated (AMD)


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To: combjelly who wrote (263392)3/27/2010 8:35:03 AM
From: smooth2oRead Replies (1) of 272332
 
re: Only AMD knows. There are reasons to believe it could be, but until news leaks out, there is no way to be sure. Based on what is known about it, it should dominate on certain code sequences. Whether or not this can be achieved on real code outside of HPC is the question.

I think the real question is if the new core (and anything else they can invent) can do the same thing that the new architecture did back in 2003.

I think not.

Not only that, but if this core is not some amazing difference to AMD performance and COST, AMD is relegated to a company making money for a change providing, of course, what they say is true of their process technology. Not a lot of it, but enough to finally have a P/E ratio.

That puts Intel in the position of making lots of it. So life goes on until the lawsuit which has no monetary cash consequences.

Smooth
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