Advanced Micro Devices Inc (AMD)

[HailMary]

So the fact that Prescott sucks really bad worries you more than if it had been good at launch?!

I'm worried that with a much longer pipe they have the nearly same IPC as Northwood. I didn't expect this long of a pipe. It implies they might have a lot of unseen frequency headroom that will be seen later, when the problems are worked out. If the problems boil down to being fundamental, they may never get it worked out, but there is a possibility that they are all fixable within a few revisions. It could happen quickly, so I'm being cautious. I'm not exiting my AMD position now. I'll watch for rumors of a big fix to Prescott, and probably even wait for some results. I may be waiting a long time, and if so, AMD should be doing extremely well by then.

I'm not going to parade around and say Prescott sucks. That doesn't help me make money. I'm glad AMD is in the lead for now in both performance and power (desktop/server). I'll continue to hold AMD as long as that is true.