Replies to post #69709 on Advanced Micro Devices Inc (AMD)

[chipguy]

AND, 3.3GHz. That would be a 4.0GHz AMD part. Strange coincidence, huh? AMD won't have anything to match it. Bye, bye AMD. Intel's leaving you in the dust

Not to worry. According to its CTO AMD has 10 to 20 guys
investigating a new generation core microarchitecture right
now. AMD should have an answer to Intel's NGA shipping
within 3 years or so if they don't run into any major snags.

[HailMary]

AND, 3.3GHz.

If true, this is admittedly bad news for AMD. I've been a long time AMD investor, but I think it may be getting close to the time to move on to something else for a while. I haven't exited yet. I'm going to see how Q4 turns out first, for better or worse.

I do think AMD will have a great 2006, but the forward looking isn't going to be good if AMD loses the top performance status it has now.

If I do exit, I'll buy some 2007 or 2008 leaps with a small portion of my gains just in case there is another Intel screwup.

[chipdesigner]

That would be a 4.0GHz AMD part. LOL!!! Try again.