Wbmw, re: 21GB/s for QC Opteron vs. 17GB/s for QC Clovertown
Remember 17GB/s for Cloverton includes Cloverton to Cloverton traffic as well, plus QC might see higher frequency HTT than currently available.
re: However, Clovertown's memory is all off of a single memory controller, while QC Opteron will have half local and half remotely on the other socket. That might end up leveling the latency landscape as well.
FBDIMM adds latency as well. The fact that Intel needs a NB adds latency compared to AMD's solution as well. Again any higher frequency HTT reduces latency for AMD beyond current solutions.
re: You can assume the test was completely designed to give Intel an advantage, but given the desktop comparison, I don't think AMD investors should bank on this scenario.
If you are refering to the same desktop comparison as I think you are (Conroe vs FX60 at IDF) that comparison was completely designed to give Intel an advantage as well.
AMD used to be 100% of my portfolio. That started to change this January. About a week ago I sold more chunks. I'm now at 25% AMD.
I might trade a bit in Intel after Q1 earnings. I might even go start to own it for medium term prospecs starting around end Q2.
re: I expect AMD to substantially underperform in desktop and mobile, and slightly underperform in servers. At least until G-step.
It's clear we don't agree with regards to servers. You might be excluding virtualization. QC too. I agree though that in desktop and mobile AMD will underperform but not by more than roughly 15% overall.
Regards,
Rink
