Friday, June 24, 2005 5:37:39 PM
wbmw,
But to be evaluate price/performance, you should compare AMD's $537 4200+ with Intel's $530 840, or better yet, the $316 830. At these prices, the price/performance curve intersects in quite a few benchmarks.
Ok, you found one in the universe of of chips where an inferior Intel chip does not sell for premium, but the whole package, including premium chipset and or memory still push the price above, so you would still be off.
So you are right, AMD is doing barely OK financially with significant lead in performance in 2 out of 3 segments, and if Intel catches up in 2 of those 3, things will be more difficult for them. But the reason has nothing to do with anything in the first paragraph of your post here:
http://www.investorshub.com/boards/read_msg.asp?message_id=6772906
but with the strong grip Intel has over the market and over the OEMs. The result of which is that AMD cannot sell superior chips at discount, and Intel is selling inferior chips at premium.
I linked to sources that dispute this, but whatever.
Sorry, I re-read the links, and you are right, the last reference to Whitefield is to server Merom derivative Quad Core, as opposed to QC derivative of Yonah (as it was referred to in links prior to that).
Or the simple explanation is that this *is* Whitefield, and that your links are wrong. But don't let this perspective get in the way of the most AMD favorable one.
Come on, a dispute was about which code name refers to which concept. It is the concept of QC 32 bit Yonah derivative that I was talking about all along, and I said nothing negative or AMD favorable thing about Merom derived server parts (CSI or not).
Joe
But to be evaluate price/performance, you should compare AMD's $537 4200+ with Intel's $530 840, or better yet, the $316 830. At these prices, the price/performance curve intersects in quite a few benchmarks.
Ok, you found one in the universe of of chips where an inferior Intel chip does not sell for premium, but the whole package, including premium chipset and or memory still push the price above, so you would still be off.
So you are right, AMD is doing barely OK financially with significant lead in performance in 2 out of 3 segments, and if Intel catches up in 2 of those 3, things will be more difficult for them. But the reason has nothing to do with anything in the first paragraph of your post here:
http://www.investorshub.com/boards/read_msg.asp?message_id=6772906
but with the strong grip Intel has over the market and over the OEMs. The result of which is that AMD cannot sell superior chips at discount, and Intel is selling inferior chips at premium.
I linked to sources that dispute this, but whatever.
Sorry, I re-read the links, and you are right, the last reference to Whitefield is to server Merom derivative Quad Core, as opposed to QC derivative of Yonah (as it was referred to in links prior to that).
Or the simple explanation is that this *is* Whitefield, and that your links are wrong. But don't let this perspective get in the way of the most AMD favorable one.
Come on, a dispute was about which code name refers to which concept. It is the concept of QC 32 bit Yonah derivative that I was talking about all along, and I said nothing negative or AMD favorable thing about Merom derived server parts (CSI or not).
Joe
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