Replies to post #67318 on Advanced Micro Devices Inc (AMD)

[HailMary]

I don't think anybody outside of INTC knows right now.

wbmw and other posters with Intel contacts sound pretty confident in this next gen core (although they sounded confident in the pre-Prescott days as well), so I was wondering how much had been publicly said. I saw the IPF slides, and that wasn't terribly impressive to me because of the lack of details.

I'm wondering why sites like Tom's say it is 'expected' that Intel will regain the performance crown, when I have seen little public evidence to back that up, and Intel is so far from the performance crown today, except in mobile. I know it is too early for this stuff, but these cores are getting a lot of press lately.

So I guess until I see something concrete, I'm holding my AMD stock. It seems like the prehype might start taking a toll though. If I sound slightly nervous, I am. I hold a ridiculous position in AMD compared to the rest of my portfolio, and I should probably just lighten up some after a wonderful gain. I just hate to give up on my best performing stock. It seems like if Intel doesn't come through with their next gen cores, AMD has a chance to hit $75 or higher in a couple of years when Fab 36 is running full out.

[chipdesigner]

No, you can't use Yonah to extrapolate in that manner. Intel VP Mooly has said that 64b was not included in Yonah because it would've caused a large power increase.

I don't think you'll see any NGA parts over 2.8GHz in 2006.