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   Technology StocksAdvanced Micro Devices - Moderated (AMD)


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To: niceguy767 who wrote (218533)12/1/2006 7:04:27 PM
From: dougSF30
of 275869
 
Revenues should be okay, but profits are very unclear at this point.

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To: dougSF30 who wrote (218534)12/1/2006 7:13:04 PM
From: niceguy767
of 275869
 
Make sure you don't allow it to exceed 60 degrees TDP, 'cause if it does, it's all over.

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To: dougSF30 who wrote (218536)12/1/2006 7:15:11 PM
From: niceguy767
of 275869
 
Can't see why CPU profits aren't clearly in the $0.30 to $0.50 range, can you, and if so, how so?

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To: niceguy767 who wrote (218537)12/1/2006 7:22:04 PM
From: dougSF30
of 275869
 
That isn't true, I'm afraid. Look around the o/c forums.

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To: niceguy767 who wrote (218538)12/1/2006 7:25:15 PM
From: dougSF30
of 275869
 
Can't see why CPU profits aren't clearly in the $0.30 to $0.50 range

Well, you said something similar ahead of Q3 results, only to then say:

The precipitous decline in AMD's gross margin in Q3, although not totally unexpected given X2's high cost of production at 90nm, did blindside me.

So I would guess that something similar could occur again this Q. :)

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To: dougSF30 who wrote (218384)12/1/2006 7:40:50 PM
From: Petz
of 275869
 
I agree Intel got its moneysworth with CMW R&D, because the Israeli group did it. I expect the same from AMD with Barcelona, Bulldozer and Fusion. I am less sanguine about Intel's interconnect or other platform initiatives.

Petz

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To: j3pflynn who wrote (218413)12/1/2006 7:42:16 PM
From: Joe NYC
of 275869
 
Paul,

So "Bulldozer" appears to be planned for late 2007, it seems.

Message 23029112
Message 23029156

However, this processor won't be seen for quite some time: Bulldozer will be AMD's second mobile CPU to be based off the still-in-development 45nm process (this is not a typo!) or possibly even AMD's 32nm process.
laptoplogic.com

Joe

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From: mas_12/1/2006 8:06:08 PM
of 275869
 
Early next year, AMD will raise the curtain a little higher on the Barcelona chips, talking a little more about performance, features, power consumption.

itjungle.com

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To: mas_ who wrote (218543)12/1/2006 8:20:11 PM
From: dougSF30
of 275869
 
Early next year? Nothing more at A-day? I guess they want another spin first?

This makes the launch sound like a "trickle launch". I guess it makes sense, given the cost involved with producing functional 300mm^2 dies:

The Opteron 8000 series, which go into four-socket and larger servers, will get the Barcelonas first, followed by the two-socket Opteron 2000 series, and then later in 2007, the single-socket Opteron 1000 series and, presumably, the Athlon 64 FX and Althon 64 X4.

"We really think that the sweet spot for Barcelona is four-socket machines, since these boxes have the kinds of workloads that can take the best advantage of threads and cores" says Fruehe.


That last quote is funny. A bunch of baloney, instead of the real reason.

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To: bobs10 who wrote (218517)12/1/2006 8:23:15 PM
From: g_w_north
of 275869
 
<As I understand it XBox only talks VGA at present. Other than the compatibility issues how do you like the XBR2, I have last years XBR1 and love it. Any coloration, tinting, scaling issues?>

It is over VGA and component but I guess Sony wants to comply with the powers that be about receiving a 1080p signal over component.

I'm trying to get used to it (the television) as it is an entirely different picture from my 50 inch Fujitsu plasma in my bedroom. There doesn't seem to be any green glob issue or the usual culprits but it almost seems like a "white haze" over the picture compared to the plasma which is like looking through a window. (especially with a good high-definition signal!)

I am waiting for the 65 nm chips to update this computer and then play around with a new video card connected to the HDMI input.

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