Advanced Micro Devices - Moderated (AMD)

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Technology Stocks Advanced Micro Devices - Moderated (AMD)

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To: tecate78732 who wrote (218582)	12/2/2006 9:01:21 AM
From: niceguy767	of 275872

It's not the selling part that must be worrisome for INTC but the production part of those real estate gorging large caches without cratering margins...not to mention the additional cooling feats required to keep it from exceeding that 60 degree TDP.

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To: tecate78732 who wrote (218582)	12/2/2006 9:03:12 AM
From: niceguy767	of 275872

It's not the selling part that must be worrisome for INTC but the production part of those real estate gorging large caches without cratering margins...not to mention the additional cooling feats required to keep it from exceeding that 60 degree TDP.

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To: Rink who wrote (218585)	12/2/2006 9:04:27 AM
From: mas_	of 275872

I meant his 4 not yours which I agree with. I also thought such highly speculative FUD didn't deserve a detailed response but have given reasons anyway in followups.

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To: NicoV who wrote (218524)	12/2/2006 9:13:01 AM
From: bobs10	of 275872

you: My PVR comes with a 160 GB drive, and that's the only PVR model currently available from my cable provider. me: Larger disks would be even more surprising considering the noise being produced about time shifting in general, but definitely needed for HD even in Mpeg-4 compression. So far we haven't upgraded our satellite equipment to HD because most of our viewing is of Netflix DVDs. Here, in L.A., satellite/cable HD isn't as good as DVDs in general because the companies restrict bit rate in order to provide more channels. The move to Mpeg-4 may help, but I doubt it. Still my objection remains about PVR capacity not being enough. I suppose if you only want to watch things once or if you don't have grandchildren that want to watch the same DVDs over and over, then a PVR might by a good answer. Yes, I've been noticing a definite degradation in the quality of DVDs since HD/BD hit the market. I expect more of the same as the studios try to move the market upscale. Personally, I'm quite happy with DVD MPEG-2 resolution on most disks, but quality varies a lot. Higher-end TVs will now display at either 1080i or 1080p and have deinterlacing capacity that produces quite a good picture from good DVD sources, GIGO. Getting back to HTPCs in general. No way can they compete with a PVR from the cable/satellite company for ease of use and convenience. Currently they seem best suited for use as mass storage devices of video, music, pictures etc. If you're a collector or an A/V enthusiast they can produce a lot of WOW factor, but for day to day viewing a PVR is a must. Just the encrypted stuff is enough to limit the usefulness of the HTPC as a TV viewing medium. For the HTPC to be able to compete with set top boxes you really need to have TV being sent over the Internet and that means bandwidth, which right now means fiber to the curb. As long as the cable/satellite/ma bell guys control content the HTPC is going to play an ancillary role, at best, to STBs.

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To: mas_ who wrote (218588)	12/2/2006 9:24:20 AM
From: Rink	of 275872

Mas, DougSF's 4 points with only slight nuances are now mine. Those slight nuances are partly because I look at the truth from a different angle than DougSF does (as is apparent by our investments). I think I showed your reasons for these 4 points wanting. Please no insults without rather good explicit arguments. Reasonable, no? Thanks, Rink

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To: niceguy767 who wrote (218587)	12/2/2006 9:36:19 AM
From: aleph0	of 275872

deleted

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To: aleph0 who wrote (218591)	12/2/2006 9:50:30 AM
From: drjohn	of 275872

You sure your friend was not building a Pentium D; there is no such thing as a core duo 3.0 ghz or an asus 925 b5B that will support core 2 duo. You should at least get your facts straight. While he was at it tell him to power up one of those 1000 watt Quad FX space heater to keep himself warm.

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To: aleph0 who wrote (218591)	12/2/2006 9:52:50 AM
From: drjohn	of 275872

well at least you realised your statement was B.S. and you deleted it.

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To: Rink who wrote (218590)	12/2/2006 9:57:51 AM
From: mas_	of 275872

I meant his and your specific point 4 not all 4 points. On that I agree with your backing up of AMD's statement. On the other points I am not convinced by yours or his arguments without more concrete factual evidence. Just speculation about performance, yields and spins with no real evidence to call AMD liars on such which was my original point. He makes pretty sweeping statements on AMD based on his imaginative speculation and I don't think it is insulting to him personally to show my contempt at such extrapolative statements. Can we not attack arguments now ? Do I have to say nice cuddly things about his posts when he posts what I consider to be rubbish ? I think you may have got attacking the poster and attacking the argument a bit confused here.

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To: drjohn who wrote (218592)	12/2/2006 9:58:00 AM
From: aleph0	of 275872

D925 -> Intel Core Duo 3.0 ghz 925 ( 2 x 2MB L2-Cache ) BX 80 55 3925 / Socket 775 / 65nm. Asus p5b delux -> asus.com OK ? BTW.. the post was incorrect in terms of the Asus board name as he pointed out to me ! ...and here are the Specs from that Asus link : - Intel LGA775 Platform - Intel® Quad-core CPU Ready - Intel® Core™2 Extreme / Core™2 Duo Ready - Intel® Pentium® Extreme / Pentium® D / Pentium® 4 / Celeron® D Ready - Dual-channel DDR2 800/667/533 - AI NOS™ / AI Gear / AI Nap - 8 Phase Power Design - Fanless Design - Heat Pipe & Stack Cool 2 - Array Mic / Noise Filter - WiFi-AP Solo So it seems he was ( obviously ) right !

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