Advanced Micro Devices Inc (AMD)

[HailMary]

I've seen some unsubstantiated rumors claiming that Conroe will debut at 2.93GHz

Now my next question is: These next gen cores lengthened the pipeline compared to today's Yonah. Was IPC sacrificed to do so? I know there are numerous uarch improvements to the core. I'm wondering how overall IPC is going to fare for these new cores. If they can sustain or improve IPC and and also get to around 3Ghz, I think AMD is going to have some serious competition. I don't expect AMD's initial 65nm parts to solve that problem. If we remember back to when AMD launched 90nm parts, the 130nm parts were clocked higher at the time. This was due to mature process vs. new process, and I expect the same when going from 90nm to 65nm.

Assuming Intel hits their plans this time, Intel will be in good shape. All the rumors point to being on track, as well as the early demo of these cores they did at the last IDF. As an AMD shareholder I'm not going to count on Intel screwing up again.

I think AMD is going to have a spectacular 2006 financially, but I'm not so sure about the stock because of the fear of an Intel comeback.