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   Technology StocksAdvanced Micro Devices - Moderated (AMD)


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To: mas_ who wrote (218618)12/2/2006 1:06:01 PM
From: dougSF30
of 275869
 
1. The K8L core will be used across server, workstation and desktop lines. Perhaps a variant in mobile, too. Highlighting the fact that it *can* be used in 4S sockets, and perform well there does not change this fact.

2. FXs? AMD has no presence in the entire high-end desktop market right now. It's a lot more than the FX.

3. Hans has already stated that AMD are making more changes from 65nm than Intel is which is another good reason not to blame managment as there are technical issues to be overcome. 65nm was also the first node at which AMD is on the full IBM SOI process which also needs to be taken into account. K8L also had to wait until 65nm was ready so that was a knock-on effect.

A nice litany of excuses for AMD management you have there. "Don't blame management" is a rather silly POV. Management is ultimately responsible for every aspect of AMD's performance.

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To: dougSF30 who wrote (218616)12/2/2006 1:08:01 PM
From: mas_
of 275869
 
Well it might have helped if the review sites were technically up to exploring the full capabilities of the architecture but only TR came close. Where were even the dual SLI benches ? Very poor. However as a platform it's also quite useful as it allows cheap high clocked dual socket Opteron systems. It will come into its own with K8L and when Nvidia sort out quad-SLI and as applications become more multithreaded. It will then be a performance powerhouse.

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To: g_w_north who wrote (218604)12/2/2006 1:10:43 PM
From: Plissken
of 275869
 
They don't offer 1080 LCD panels yet, their plasmas are behind the curve anyway, that leaves only SXRD which they use in rear and front projection, the latter being rather decent in quality, but at price points of $5k, $10k and $20k, not exactly gamers' fare.

As for the Wii, I'm not sure it is such a big improvement over the gamecube. The graphics are not really great and the controllers are a bit too laggy, imho. Ugly as it may be, if I had to get one of the new consoles it would be most likely the XBox 360. Since I don't have to, I bought a PS2 this week.

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To: dougSF30 who wrote (218614)12/2/2006 1:11:25 PM
From: Plissken
of 275869
 
Because memory bandwidth scales with the number of sockets when you use an Opteron.

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To: dougSF30 who wrote (218619)12/2/2006 1:14:59 PM
From: mas_
of 275869
 
Not that it can just be used in 4S but that it is the more potent there, the marketing and performance spearhead of the new core. It will make the most waves and mindshare there and AMD are right to make its first impressions there as it shows direct-connect at its strengths.

Technical matters are often outside of management's control, see Intel's problems with Prescott and Itanium, and for you to ignore this would not be wise to your pocket. For instance it does imply that AMD's 45nm transition will be a lot more smoother but of course you will be looking at the rear view mirror at the time ;-).

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To: bobs10 who wrote (218589)12/2/2006 1:15:43 PM
From: NicoV
of 275869
 
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

My cable provider is upgrading it's network to be capable of 200 mb/s everywhere by the end 2008, using EuroDocsis 3.0 cablemodems. No fiber to the curb, but it's close (I think less than 100 homes are connencted to the same hub via coax, and those hubs are connected via fiber to the backbone). 200 mb/s is more than enough for a 25 mb/s HD video-on-demand channel.

The big competitor of my cable provider is the telephone company, and they are providing TV over IP via ADSL.

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To: mas_ who wrote (218623)12/2/2006 1:25:06 PM
From: dougSF30
of 275869
 
Not that it can just be used in 4s but that it is the more potent there, the marketing and performance spearhead of the new core. It will make the most waves and mindshare there and AMD are right to make its first impressions there as it shows direct-connect at its strengths.

No, they are launching it there because of the low, low volumes, and high asps. It will not make the most waves and mindshare in that market, simply because other markets are SO much larger, and Intel is currently ahead in the other markets, while AMD currently still *has* a lead already in the 4S market.

Technical matters are often outside of management's control, see Intel's problems with Prescott and Itanium, and for you to ignore this would not be wise to your pocket.

Like the captain of a ship, management is ultimately responsible for everything that happens under their watch. It's not like wall street says, "oh, it wasn't their fault-- just bad luck, so keep the stock price up!"

For instance it does imply that AMD's 45nm transition will be a lot more smoother[sic]

What? What implies AMD will have a smooth 45nm transition? BTW, have you noticed that AMD constantly claims they will close the process lag gap with Intel with each new generation, but once you get within a year or so, they slip, and slip some more, until the gap actually grows?

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To: Plissken who wrote (218622)12/2/2006 1:25:52 PM
From: dougSF30
of 275869
 
see "relative", which is what matters, obviously.

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To: mas_ who wrote (218620)12/2/2006 1:27:27 PM
From: dougSF30
of 275869
 
Where were even the dual SLI benches ?

Perhaps no one had a 2 kilowatt PS handy?

Presumably that doesn't actually work yet.

What a boondoggle.

As a "platform", it's been here forever. It's called a 2S workstation platform.

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To: dougSF30 who wrote (218627)12/2/2006 1:28:28 PM
From: mas_
of 275869
 
you are making up stuff again.

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