Advanced Micro Devices - Moderated (AMD)

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Technology Stocks Advanced Micro Devices - Moderated (AMD)

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To: dougSF30 who wrote (218614)	12/2/2006 1:11:25 PM
From: Plissken	of 275872

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 275872

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 275872

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 275872

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 275872

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 275872

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 275872

you are making up stuff again.

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To: mas_ who wrote (218608)	12/2/2006 1:33:02 PM
From: Rink	of 275872

Mas, You have not provided anywhere near a reasonable basis for accusations in this discussion thread (your 'call AMD liars' and 'imaginative speculation' are straws). You now show you don't want to listen. You and DougSF have accused each way too much without providing explicit arguments leading to a lot of insulting OT. Hence I'm now giving you your final warning on this topic: Any next time that I think you're insulting DougSF without hard explicit arguments in the same post I'll suspend you. I'm not giving DougSF a final warning because he listened. Regards, Rink - 'call AMD liars' is not a reasonable argument here to insult DougSF: Message 23063909 Point 4 here: Message 23063595 And 4 here: Message 23063667 - 'imaginative speculation' is not a reasonable argument for the insult to DougSF: Message 23063667 - This particular discussion starts with this insult from you: Message 23062854 - Yesterday's related request to stop insults without arguments: Message 23061900 Message 23062020

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To: dougSF30 who wrote (218625)	12/2/2006 1:44:38 PM
From: mas_	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 ;-)

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To: Plissken who wrote (218621)	12/2/2006 1:45:03 PM
From: g_w_north	of 275872

<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.> The new Bravia LCD panels are 1080p. Their plasmas have always been awful and they never really put an effort into catching up. The rear projection SXRD is a pretty good entry point right now for people wanting 1080p in the 50 to 70 inch range. I have the 360 but I do like the Nintendo games since I enjoy their franchises and the memories. My first video game console was a Telstar Pong unit so that right there will date me somewhat.

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