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 Technology Stocks | Advanced Micro Devices - Moderated (AMD)

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To: Dan3 who wrote (251753)5/12/2008 12:30:26 PM
From: Elmer Phud of 272322
 
Maybe SOI isn't so bad, after all...

Maybe. That certainly explains why AMD is taking market share from Intel hand over fist. Oh and posting such fine profits too.

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To: Elmer Phud who wrote (251757)5/12/2008 12:36:34 PM
From: Sarmad Y. Hermiz of 272322
 
>> That certainly explains why AMD is taking market share from Intel hand over fist. Oh and posting such fine profits too.

That also must be why AMD stock is up 5% today, while INTC is dead in the water lately.

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To: Ritz who wrote (251756)5/12/2008 12:37:26 PM
From: Dan3 of 272322
 
Re: You seem to have forgotten about the Xeon L5420

You're right, I checked the similar speed 45nm parts but didn't hunt through all the various part numbers.

Even considering memory controller usage, that's in the ballpark for power use, and it's a 20% faster part.

It does look like AMD's 45nm has a chance to do a minor leapfrog, but only if Intel gets stalled on the way to 32nm.

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To: Dan3 who wrote (251753)5/12/2008 12:38:10 PM
From: wbmw of 272322
 
Re: Interesting that 65nm Quad Core Opteron at 1.9ghz is 45w while 45nm Quad Core Xeon is 65w at 1.86ghz.

Must be a typo. The new Opteron is 55W ACP / 75W TDP.

products.amd.com 

That's much higher power than Intel's 45nm Xeons, which are 50W TDP @ 2.5GHz.

Re: so it's actually more like 70 to 75w Intel vs. 45w AMD.

No, it's actually more like 75W for AMD vs. 50W + 600MHz more performance for Intel.

Re: Any word on 32nm from Intel? Cause Intel's 45nm blows a lot more watts than AMD's 65

32nm is scheduled for late 2009, and Intel's 45nm only blows if you use completely incorrect data, as you have done.

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To: Saturn V who wrote (251754)5/12/2008 12:40:13 PM
From: wbmw of 272322
 
Re: Ref- Low power 45nm Opteron spec

Glad to see some sign of life from apparently a dead horse.

There are no 45nm Opterons. Just Dan misreading the spec.

products.amd.com 

The new Opterons are 55W of ACP. That's Average Power (a.k.a. "funny" power) to the layman. Their TDP is still 75W.

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To: wbmw who wrote (251761)5/12/2008 12:48:09 PM
From: Sarmad Y. Hermiz of 272322
 
>> There are no 45nm Opterons. Just Dan misreading the spec.

I think you mean:

There are no 45 Watt Opterons. Just Dan misreading the spec.

(It is also true there are no 45 nm opterons at this time.)

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To: Sarmad Y. Hermiz who wrote (251762)5/12/2008 12:50:40 PM
From: wbmw of 272322
 
Sarmad, note the quote I responded to. Someone sees 45W, and types 45nm. So I corrected them and said there are no 45nm Opterons.

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To: wbmw who wrote (251763)5/12/2008 1:05:55 PM
From: Sarmad Y. Hermiz of 272322
 
sorry! I got mixed up between what was a genuine typo and an intended reproduction of a mistaken typo.

Anyway, regarding more substantive AMD issues, there have not been any details of AMD's 10% personnel reduction. Surprising there are not even rumors, or reports of quiet lay-offs.

Maybe sales have perked up ? I really expect PC demand to turn out to be stronger than analysts estimate. Of course there is still no profit in it for AMD, but revenue should not be lower than q1 by the full seasonal amount.

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To: wbmw who wrote (251761)5/12/2008 1:43:42 PM
From: Saturn V of 272322
 
There are no 45nm Opterons. Just Dan misreading the spec

Sorry did not catch that.

AMD claims to have sampled a few 45nm parts, and I thought Dan was referring to the performance of the samples.

So the horse still looks dead for a while.

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To: Sarmad Y. Hermiz who wrote (251764)5/12/2008 1:46:40 PM
From: wbmw of 272322
 
Re: Of course there is still no profit in it for AMD, but revenue should not be lower than q1 by the full seasonal amount.

It's hard to say. Will the benefit from K10 offset the losses due to Intel's continued 45nm ramp? I think it could go either way.

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