SI
SI
discoversearch

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)
AMD 117.25-1.0%12:39 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: dougSF30 who wrote (218625)12/2/2006 1:44:38 PM
From: mas_Read Replies (1) of 275872
 
By the time K8L comes out 4-core Tigerton MP will be here. It's definitely needed at the outer limits of server x86 sockets to maintain AMD's mindshare. Selling $2K server parts rather than $500 derivatives is also another no-brainer which you are finally agreeing with. Also the volumes won't be that low as I expect the HPC crowd to snap them up first along with heavy-duty server users. It should be a nice asp booster. I also did not say bad luck but matters out of their control, you don't judge people at matters outside of their control or shouldn't if you are thinking logically. What should make 45nm smoother is the fact that it won't be the first AMD design on an IBM process and also the technical difference between 45nm and 65nm wil be less than 65nm to 90nm as explained by Hans. Hey though feel free to believe AMD is just plain incompetent if that floats your boat ;-). The real surprise will be 32nm, will Intel even be first there anymore ;-)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext