Advanced Micro Devices - Moderated (AMD)

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Technology Stocks Advanced Micro Devices - Moderated (AMD)

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To: dougSF30 who wrote (219032)	12/5/2006 3:43:02 PM
From: smooth2o	of 275869

You have to wait for 20 posts :) Smooth

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To: dougSF30 who wrote (219051)	12/5/2006 3:43:22 PM
From: jspeed	of 275869

Wow, how stubborn. They've had the product in their hands and have put it through a thorough analysis. This is what they do and they are well known for it. I guess I was a little too subtle for you earlier so let me say it directly. AMD did this to head off rumor and heresay criticism such as you are spinning out here.

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To: rzborusa who wrote (219060)	12/5/2006 3:44:07 PM
From: dougSF30	of 275869

rzb, there is no speedlimit in effect yet...

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To: jspeed who wrote (219062)	12/5/2006 3:46:52 PM
From: dougSF30	of 275869

That makes no sense. There are plenty of independent experts who could offer analysis given a die photo, die size information, and samples to attempt to measure power and o/c-ability. Why not provide it like they have in the past?

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To: smooth2o who wrote (219061)	12/5/2006 3:47:24 PM
From: Rink	of 275869

Ali, TGP, Your discussion turned into pure OT. So please discontinue the discussion. Smooth, 20 posts OT before I can call to stop?! You're crazy ;). Regards, Rink

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To: dougSF30 who wrote (219063)	12/5/2006 3:48:09 PM
From: FJB	of 275869

Good thing too. You are 2X the speed limit... That's a felony in some states.

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To: dougSF30 who wrote (219053)	12/5/2006 3:49:04 PM
From: mas_	of 275869

I didn't really expect anything more than an announcement. Parts should start flooding us soon so when they are actually tested we can examine your theory that 65nm is broken in more detail ;-). Here's a WAG from me, they will overclock slighty more than 90nm parts, say 3.2-3.3 GHz. I also like the technical fact that SiGe is in the first stepping.

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To: dougSF30 who wrote (219059)	12/5/2006 3:49:16 PM
From: eracer	of 275869

Re: OMG, if that is true, AMD is done like dinner. On the other hand this would put AMD's simulated benchmarks in a somewhat more positive light if they were simulations at 2.5GHz instead of 2.9GHz. A 2.9GHz Barcelona barely outperforming a 2.67GHz Clovertown in the online transaction benchmark would look really poor, where a 2.5GHz Barcelona at least indicates a slight clock-for-clock performance edge over Clovertown/Kentsfield.

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To: mas_ who wrote (219067)	12/5/2006 3:51:36 PM
From: dougSF30	of 275869

Not sure how you are still posting here, but: I think the fact that SiGe is included is a negative, because I would've expected improvement from adding it in the future. I was quite surprised to find that it was already in. This together with the HKEPC Barcelona top clock of 2.5GHz says something is quite wrong, IMO.

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To: jspeed who wrote (219049)	12/5/2006 3:51:44 PM
From: smooth2o	of 275869

re: Half baked... It's not half baked. This "Seal of Approval" comes out ONE DAY after the 65nm announcement with 1. No apparent availability 2. Yielding maybe equal (or better) to 90nm 3. Late, very late 4. Same or less performance 5. WAYYY lower performance than the closest competitor Name some reasons why you think it's not "paid for". Smooth

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