Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I have Verizon FIOS (Fiber Optic) and the speeds aren't anywhere near that fast. I'm curious who their provider is and how much of a fortune they're paying to get those speeds.
http://www22.verizon.com/content/consumerfios/packages+and+prices/packages+and+prices.htm
Also, I've wondered if it's trully fiber optic if you have to convert to copper to get the signal to the LAN interface on the PC. Do they have fiber optic LAN interfaces for PC's?
Snow
But you guys are forgetting that performance doesn't matter. Remember, Henri said it's how stylish or fashionable (something like that) the system looks.
Snow
George Ou seems to be one of the few tech journalists that understands reality. Would be fun to see him debate ole Yager on a TV tech forum.
Snow
Interesting. So if the quad core E products have a 80W TDP and the X products have a 120W TDP, what will the dual core ones have? I think we've seen 45W posted somewhere. Can anyone confirm?
Snow
wbmw,
Something tells me that AMD submitted these figures and will use them on Sept 10 when they "launch" Barco.
Snow
BINGO!!!! Intel is going to need an ultra-high volume plant like this to feed the Silverthorn volumes and keep Samsung at bay.
Snow
That "some VP" is Bob Baker the Executive VP of Intel's Technology Manufacturing Group. FYI - TMG is the largest division at Intel and all the Fabs and ATM sites fall under TMG.
Snow
A picture paints a thousand words... Apple gets it!
Snow
Good point.
Snow
Actually, before you accept the $14.89 as real, AMD needs to prove the assumptions in their anaylsis are accurate. Then and only then should Intel have to respond. Of course, AMD just open up more opportunities for Intel to poke holes in their case.
Snow
At least Intel responded and rather well:
Intel dismissed the report as filled with "wild" speculation and based on incorrect assumptions. "The only thing one can conclude from the study is that if you pay someone enough money you can get them to say almost anything," said Chuck Mulloy, spokesman for the Santa Clara company.
Snow
Placed a limit at $26 a couple weeks ago, they sold and now I'm waiting for late Dec.
Snow
poweree,
This is the first time I've seen you post on this board. In fact, the record shows you've only posted twice. Pure speculation and probably wrong, but I think you're probably an AMD PR Rep. Guess WBMW's post being captured in a tech journal caught more than the investors on this board's attention.
Snow
Wall Street is starting to get a clearer view of AMD.
http://www.eetimes.com/news/latest/showArticle.jhtml?articleID=201200778
Tic, Toc
Snow
joker! :)
Snow
I love seeing a processor I bought ~ a year ago (an E6700) still trouncing today's AMD product line up! :)
Snow
Waiting for $28 then I will pull the trigger on some of my shares.
Snow
mmoy,
Here are a few drivers behind the improving margins:
1. Greater % of Core based products (Core 2 Duo 2000, 4000 product lines replacing old NetBurst product lines)
2. Flash spin off
3. Maturing 65nm manufacturing process
Snow
BINGO! You hit the nail on the head techno. Ruiz is appealing to those in society that beleive in total equality not equal opportunity. Everyone must be the same and no-one can be better than anyone else. I wouldn't be surprised if the audience at this Anti-trust forum was filled with people that have this mindset.
Snow
Thanks MM and Golf. So if I purchased an LCD TV with the right resolution and inputs (i.e. HDMI), then I should be fine. FYI - I also plan to watch videos on it too and may connect our sat TV network to it too.
Snow
OT - Stupid question. Can a regular 32" LCD TV be used as a computer monitor? Why are LCD computer monitors marketed separtely from LCD TV's?
Thanks in Advance,
Snow
Alan,
Speaking of MF, how's Eachus these days? Is he being realistic or blinded by his faith in AMD?
Snow
Yep, that was him. He had Cameron, Cameroon, and a couple others. He often got confused by his own alias's and we could tell by how he signed the post. For example, he would post as Cameroon and sign Cameron etc. True fanatic.
Snow
Edit
Anyone notice the Intel advertising on the right side of the screen? It say's "A Different Kind of Benchmark - One Million Intel Quad Core Processors Sold and Counting." SLAM AMD!!! :)
Snow
That's a scary possibility. Samsung is a huge conglomerate that has a very low cost labor pool and tons of income from other operations to subsidize their semiconductor manufacturing of CPU's until they get on their feet and become competitive.
Snow
Anyone notice the Intel advertising on the left side of the screen? It say's "A Different Kind of Benchmark - One Million Quad Core Processors Sold and Counting." SLAM AMD!!! :)
Snow
LOL, do you blame them? I would be worried about deploying an AMD system too. ;)
Snow
I give credit to Thomas Weisel Partners for re-evaluating their original prospect and updating it. However, I still think they need to do some more home work in this area:
Given the current aggressive pricing environment, however, we believe that pricing will weigh on profitability in the near term and limit meaningful upside.
The pricing environment is aggressive for AMD because they're trying to compete with inferior products. Intel, on the other hand, is simply making their routinely scheduled price reductions based on newer, higher performing, lower cost products. Additionally, I don't think TWP has taken into consideration the short-term impacts of the Flash spin off. Intel plans to have the spin off complete by the end of Q3 which might give a good boost to Q4 gross margins.
Snow
The public reply's to the article were pretty funny. There really are some AMD fanatics out there. They were talking about printing posters of the die and posting it on their walls. WTF? How geeky can you get?
Snow
Correction, make that a 3.6GHz (3.0*1.2) at 45 watts (65*.70)?
FYI - I used the current top bin and increased the speed by 20% and the current power for the top bin and decreased it by 30%. If this is accurate, Agena is going to have to be a great design to close this gap.
Snow
At the technical conference, Bohr said 45-nanometer chips should achieve a 30 percent power reduction when in use and offer a 20 percent increase in speed.
So does this mean we should expect a 3.3GHz Penryn running at around 52 watts?
Snow
More Intel flash news (no pun intended).
http://biz.yahoo.com/bizj/070522/1466047.html?.v=5
Can you say increased GM?
Snow
This new platform exemplifies AMD's commitment to improve platform stability, time to market, performance/energy-efficiency and overall consumer and commercial customers' experience via its acquisition and integration of ATI.
They have a lot of impoving to do to catch upto Intel.
Snow
Wow, I can't believe that post was from Joe H. Times have changed.
Snow
Tom Yager, enough said.
Snow
Letting your current employer know you are looking elsewhere is often a technique used by some to get unofficial 'pay rises' but maybe you ain't smart enough to know that .
This tactic doesn't work when your company is loosing money, market share, and stock value. In fact, unless you're a top performer, this tactic may put you at the top of the cut list.
Snow
If I were an AMD employee, I'd be shopping my resume. Wouldn't you? (you're a smart guy, I know your answer :)
Snow
There definitely is. Last Summer and Fall, morale at Intel was pretty darn low and it was very difficult to keep focused. AMD will have the same problems, no corporation is immune to the morale impact of lay offs.
Snow
LMAO...good one
Snow
My literal standard won't change, if there is nothing ready to roll on the launch day it's a de-facto paper launch.
OK, so now we have a definition or metric "nothing ready to roll on the launch day." How will you measure this?
Snow