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wbmw

04/25/06 2:32 PM

#27254 RE: chipdesigner #27253

Re: The current price today is irrelevant.

>> Oh, dear. You probably shouldn't be investing at all if you really believe that. I suppose you think the price of any shares you hold is irrelevant until you sell them?


Here's a little tip, Doug. Don't ever give anyone investing advice.
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wbmw

04/25/06 4:22 PM

#27269 RE: chipdesigner #27253

Re: Price-Performance

Regarding price-performance, let's see where they are these days.

All prices courtesy of Newegg.com, except T2600, which is available here:
http://www.ajump.com/ajump/product.asp?pf%5Fid=3643014&dept%5Fid=2521

To be consistent, for all price/performance calculations, the units were made so that lower = better. Products were grouped into similar price ranges, and all products were *dual core* (just to be fair, since single core Turion would look like a dud otherwise).

For Gaming...
http://techreport.com/reviews/2006q2/core-duo/index.x?pg=5

We can use the F.E.A.R benchmark:
AMD Athlon FX-60 - 93.9 FPS, $1,011.99 == $10.78/FPS

Intel Core Duo T2600 - 90.9 FPS, $664.00 == $7.30/FPS
AMD Athlon X2 4800+ - 88.3 FPS, $632.00 == $7.16/FPS

AMD Athlon X2 3800+ - 68.8 FPS, $297.00 == $4.32/FPS
Intel Pentium D 950 - 78.8 FPS, $336.00 == $4.26/FPS
Intel Pentium D 930 - 67.4 FPS, $226.00 == $3.35/FPS

For General Productivity...
http://techreport.com/reviews/2006q2/core-duo/index.x?pg=7

We can use the Worldbench benchmark:
AMD Athlon FX-60 - 136 Pts, $1,011.99 == $7.44/Pt

Intel Core Duo T2600 - 125 Pts, $664.00 == $5.31/Pt
AMD Athlon X2 4800+ - 131 Pts, $632.00 == $4.82/Pt

Intel Pentium D 950 - 110 Pts, $336.00 == $3.05/Pt
AMD Athlon X2 3800+ - 115 Pts, $297.00 == $2.58/Pt
Intel Pentium D 930 - 102 Pts, $226.00 == $2.22/Pt

For Audio Encoding...
http://techreport.com/reviews/2006q2/core-duo/index.x?pg=8

We can use the LAME MP3 benchmark (units will be $ per 1/sec):
AMD Athlon FX-60 - 25 Sec, $1,011.99 == 25.3k

AMD Athlon X2 4800+ - 27 Sec, $632.00 == 17.1k
Intel Core Duo T2600 - 22 Sec, $664.00 == 14.6k

AMD Athlon X2 3800+ - 33 Sec, $297.00 == 9.8k
Intel Pentium D 950 - 27 Sec, $336.00 == 9.1k
Intel Pentium D 930 - 31 Sec, $226.00 == 7.0k

For Video Encoding...
http://techreport.com/reviews/2006q2/core-duo/index.x?pg=9

We can use Microsoft MWE Advanced Profile 64b (units will be $ per 1/sec):
AMD Athlon FX-60 - 128 Sec, $1,011.99 == 129.5k

Intel Core Duo T2600 - 131 Sec, $664.00 == 87.0k
AMD Athlon X2 4800+ - 136 Sec, $632.00 == 86.0k

Intel Pentium D 950 - 154 Sec, $336.00 == 51.7k
AMD Athlon X2 3800+ - 160 Sec, $297.00 == 47.5k
Intel Pentium D 930 - 173 Sec, $226.00 == 39.1k

For 3D Rendering...
http://techreport.com/reviews/2006q2/core-duo/index.x?pg=13

We can use 3D Studio Max 64b (units will be $ per 1/sec)
AMD Athlon FX-60 - 99 Sec, $1,011.99 == 100.2k

Intel Core Duo T2600 - 111 Sec, $664.00 == 73.7k
AMD Athlon X2 4800+ - 107 Sec, $632.00 == 67.6k

Intel Pentium D 950 - 129 Sec, $336.00 == 43.3k
AMD Athlon X2 3800+ - 128 Sec, $297.00 == 38.0k
Intel Pentium D 930 - 148 Sec, $226.00 == 33.4k

So with a broad range of applications, Intel has price/performance ratios in the same range as AMD's parts, and in many cases, much better. People looking for a real price/performance winner will go with something like the Pentium D 930, which as it happens, has the best price/performance ratio of all the products under test.

In fact, had they included the Pentium D 805, I suspect at $129.50 that it would have been the best price/performance item on the list.

Back to reality, we know that consumers don't always go for the best item in price/performance. They pick an item somewhere in the elbow of the curve, right before it starts getting steep. That's because absolute performance is just as appealing as price/performance. And now, performance/watt is also becoming important.

In fact, if we were to have taken price/performance/watt equations from all the above chips, the Core Duo would have had a huge advantage. Right now, AMD doesn't have anything in the same performance category that comes anywhere close to the low power of Core Duo. AMD's lowest power dual core part, the 3800+, dissipated 40W more in idle and greater than 60W more under load, and that product underperformed Core Duo in nearly every single test. Meanwhile, the similar price/performance 4800+ dissipated 46W more in idle and 92W more under load!

So I think what you're really saying is that you have no clue about price/performance any more, and that you're simply regurgitating that key phrase from an earlier point in time when AMD had the price/performance advantage. They don't necessarily have it any more, and by the time Conroe ships, if AMD doesn't lower prices, they are going to look pretty unappealing.
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Windsock

04/25/06 9:05 PM

#27297 RE: chipdesigner #27253

I suppose you think the price of any shares you hold is irrelevant until you sell them

The subject is options not stock. Stock shares are an investment. Options are a betting slip that the stock will rise in the future where the game does not end until the expiration date.

In this case, the bet is that Intel will rise in Q4, maybe in Q3, before the expiration in Jan 2007.

Hint: check the option price not the share price if you want to see the value of the betting slip.

What an Illiterate Idiot.