Replies to post #21746 on Advanced Micro Devices Inc (AMD)

[yourbankruptcy]

alan, apparently rumours do affect the future for two-three months ahaid. What we see is that Intel gets two non-competitive steppings, B0 and C0, and there are millions and tens of millions chips there. This is why the only competitive P4EE 3.4 Ghz with 2 Mb of cache will be released using the Northwood core. The rumour that the flagship cpu will remain to be Northwood and Prescott will flood the midrange is quite important. There is a lot of confusion coming there that Intel customers will have to sort out.

P4EE is truly the "emergency edition". It helps patching the big hole.

What remains to be seen is how Doom will run on this ocean of Celeries...

[HailMary]

but I think these rumors speak more to what has happened rather than what WILL happen

If these rumors pan out to be true, AMD will gain a little extra momentum in the marketplace in Q1 and Q2. Intel can certainly recover (they probably already have the problems fixed internally), so I see this as more positive for AMD than negative for Intel. AMD still has a lot to worry about the long term (Intel will likely be in the performance lead again, 90nm transition, etc.), but short term things are looking good, so I'll continue to hold my shares.

AMD investors are an unusual bunch. They sometimes weigh short term outlook more than long term outlook, as can be witnessed by the high volatility.

I also agree with Elmer that yb should have posted his source from the start to help us weigh the information appropriately. Without a source, it was useless. Now it is only slightly less useless now that we know the source, but I thank yb for posting it anyway.