grometSTOCK PRICE doesnt mean anything. People that invest know that.

Just compare RIMM vs INTC...Or even compare INTC vs AMD, a 152B dollar company vs a 8B dollar company. Why only a 7dollar difference in share price? There are reasons for this, dont bring up stock price as a fact in stating company performance, its just wrong.

I realize why there is a difference in stock price between Intel and AMD. Intel has, without a doubt, more stocks on the market which makes it's stock that close. Also, stock price is still a decent comparison of performance, check out Nvidia...about last year it was $20.54, this year it's about $46.50. Look at Google's stock price that continues to rise. Oil companies and the rising prices they charge us and the massive profits they are turning out. Just a few points. I am not talking comparing stock prices between two companies and comparing their size, but rather their relative performance. A stock that does better means the company is doing better, or is anticipated to do better next time it reports. Opposite for a falling stock.

"AMD is not under any financial pressure"
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Geez - please don't put words in my mouth. No question AMD is heavily leveraged, and will lose money for 2 quarters in a row, and probably more.

However, there is no need to pile it on. AMD has already raised the money they needed - as my link to the $2.2B raised shows.

Regarding Mr. Hellasvagabond - he'll repeat a blog post, and add to it, but he suspects a live webcast from AMD might be edited???

AMD gained marketshare from Intel for 3 years straight cumulating in a solid 25% worldwide share at the end of 2006. AMD is obviously regrouping right now, as the Core2duo is a superior gaming processor, and Intel gained back share in Q1. AMD has consistently been capacity constrained, meaning even if they had more business, they couldn't ship it. One of Intels best competitive measures is to plant posts like the one in question from Fudzilla, to create a campaign of "Fear, Uncertainty and Doubt" (fud) among both investors and potential customers.

I'm here to cut thru the BS where I'm able - although it seems mr. hellasvagabond will stick to his convictions, even when proven wrong. For what it's worth, it's illegal for public companies to with hold pertinent information to investors, or to only leak it in private to a few. To suggest that AMD would edit the audio recording of a live webcast shows a lack of understanding as to how public companies operate. Blog sites are not subject to the same limitations, however.

Plus

So we should blindly believe AMD and its investors to what they say ?
Just like INTEL has a profit ( from what you say...Fail to see what intel profits when its proven to be better than AMD more than a year ) from planting posts like the one in fudzilla doesnt AMD profit by trying to prove the previous post is bogus ? Dont you as an investor profit by backing up AMD and improving its image ?
Bottom line we should believe neither one...Not fudzilla and not you....
Correct ?

plus"AMD is not under any financial pressure"
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Geez - please don't put words in my mouth. No question AMD is heavily leveraged, and will lose money for 2 quarters in a row, and probably more.

However, there is no need to pile it on. AMD has already raised the money they needed - as my link to the $2.2B raised shows.

Regarding Mr. Hellasvagabond - he'll repeat a blog post, and add to it, but he suspects a live webcast from AMD might be edited???

AMD gained marketshare from Intel for 3 years straight cumulating in a solid 25% worldwide share at the end of 2006. AMD is obviously regrouping right now, as the Core2duo is a superior gaming processor, and Intel gained back share in Q1. AMD has consistently been capacity constrained, meaning even if they had more business, they couldn't ship it. One of Intels best competitive measures is to plant posts like the one in question from Fudzilla, to create a campaign of "Fear, Uncertainty and Doubt" (fud) among both investors and potential customers.

I'm here to cut thru the BS where I'm able - although it seems mr. hellasvagabond will stick to his convictions, even when proven wrong. For what it's worth, it's illegal for public companies to with hold pertinent information to investors, or to only leak it in private to a few. To suggest that AMD would edit the audio recording of a live webcast shows a lack of understanding as to how public companies operate. Blog sites are not subject to the same limitations, however.

Plus

Ok, one, I'm sorry that's the perspective I got from your post. Yes AMD has consistently been constrained due to how many fab plants it has, however it was their fault they expanded too quickly. There is such thing, many people believe that fast expansion is great, but it's not the best. If you expand so fast your resources can't handle it...then the fault is yours. That was another reason they were losing money, they had to turn to IBM to make some chips (I forget how long that was for though..).

Also, those kind of acronyms are horrible for the real life thing take FORD: Fix or Repair Daily or Fire on the Road which both make fun of it's reliability record, but honestly...fixing a car is part of it. While Ford is not the most reliable it's certainly not having those kind of problems.

Bottom line we should believe neither one...Not fudzilla and not you....
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Well, I'll agree you should only trust authentic sources, and certainly as an AMD investor, I'm hardly partial.

Which is why I provided links to back up every thing I posted. Don't trust me, trust my links.

You on the other hand have not once admitted that the data you yourself reviewed and chose to post here under "news" was in fact dead wrong.

Have you clicked a single link to find out - or do you feel safer just not knowing?

Plus

Like i said....When im not present in a meeting i cant vouch for what was told in it even after listening to a recording....Thats my position and has nothing to do with AMD since from 2000 up till now i am a true fan but Intel managed to make something better and thats why i own one.

kwchang007. While Ford is not the most reliable it's certainly not having those kind of problems.

Actually Ford has ranked #1 in initial quality by JD Power for 2 years in a row ahead of Toyota..You just dont see that making headlines.

grometActually Ford has ranked #1 in initial quality by JD Power for 2 years in a row ahead of Toyota..You just dont see that making headlines.

Ford has been turning out some decent cars lately. It's just the reputation that Ford has, not really what's true (I think BMW and Mercedes are lower in reliability...I think)

Mercedes , BMW , Audi are top when it comes to reliability, however not in all of their models....For example the mercedes A-Class has many problems.

HellasVagabondMercedes , BMW , Audi are top when it comes to reliability, however not in all of their models....For example the mercedes A-Class has many problems.

Ahhh okk I probably heard more of the bad models, lol.

How the hell has this got so off topic?:p

theonetruewillHow the hell has this got so off topic?:p

lol Back to topic: K10 is supposed to have a slight lead in clock to clock vs Conroe. However that's with Conroe and not with Penryn, also I think they're debuting with 2ghz on the Barcelona line. (This is all from google searches :D)

K10

I can tell you what I know. Barcelona is clock for clock much faster than Penryn, however, Barcelona is launching at 2ghz, with Penryn at 3ghz.

Barcelona is native quad core; Penryn is a MCM - "multi-chip module" - basically a pair of core2duos glued together.

My prediction is that Intel will maintain the lead in gaming, small server, and workstations. AMD will continue to be strong in larger servers - with 2 or more sockets, and in notebooks.

ATI parts will finally be additive - up to this point - it's all been spending for R&D. There is talk of a 55nm version of the 2900XT graphics card coming out around Christmas that will be both fast and low power.

As long as both Intel and AMD stay at it, the consumer benefits, right?

Plus

plusI can tell you what I know. Barcelona is clock for clock much faster than Penryn, however, Barcelona is launching at 2ghz, with Penryn at 3ghz.

Barcelona is native quad core; Penryn is a MCM - "multi-chip module" - basically a pair of core2duos glued together.

My prediction is that Intel will maintain the lead in gaming, small server, and workstations. AMD will continue to be strong in larger servers - with 2 or more sockets, and in notebooks.

ATI parts will finally be additive - up to this point - it's all been spending for R&D. There is talk of a 55nm version of the 2900XT graphics card coming out around Christmas that will be both fast and low power.

As long as both Intel and AMD stay at it, the consumer benefits, right?

Plus

Umm first things first....AMD's Turion is horrible in the laptop segment. Intel's Pentium M was mopping the floor with Turion and all the way up to Core 2, the Turion isn't good at all compared to Core 2 or Core duo. Oh and plus take a look at this from Softpedia (You trust them I take it?). This is Cinebench, and K10 and Conroe[\b] are almost equal. This is great new for us.....until Intel releases Nehlem (after Penryn) which will probably see Intel take over again.

Oh and the whole argument the "glued together vs native" doesn't even matter that much in real life applications. There is a thread here at TPU that showed a cpu at 1333 fsb isn't better than a cpu at 1333+xxx in real life apps. My point is the only drawback of two dies is they communicate over the fsb and could take up bandwidth. However, there is bandwidth they can use, the only drawback then is slightly higher latency compared to a completely unified l2 cache.

55 nm 2900 would be nice, however it's not out yet. Before r600 benchmarks were released people were saying it would better than the 8800.....nope. Also, you have to remember nvidia is busy creating their next gfx card.

Oh and yes as long as they have competition we win, I totally agree with you there.:toast:

I didn't mean to make to much of the native vs. MCM. With a pumped up FSB, there is little difference. AMD has the advantage with memory access, but Intel covers is with large, shared cache.

Don't count Turion out. The new 65nm version is what got the Toshiba account. AMD has better options for either integrated graphics (690g 7watt chipset), or discrete with the 2400 and 2600 cards. In either case, AMD has better graphics, longer battery life, and similar (but slower) cpu performance. In a notebook, the platform becomes more important than the cpu.

AMD still has the advantage with large servers. Native quad, with hypertransport means the sockets communicate better. It's just more scalable. Intel will attempt to cover with cloverdale and caneland which has - get this - 4 separate front side busses - one for each socket.

Nahalem has the integrated memory controller and interconnect system that AMD delivered in April of 2003. Trouble is, Nahalem isn't due until late 2008, or early 2009.

I think what will happen is both companys will get used to smaller profits, and continue to fight hard. AMD will raise additional revenue for new fabs if necessary - they've got a good offer on the table right now from New York State.

Plus

plusI didn't mean to make to much of the native vs. MCM. With a pumped up FSB, there is little difference. AMD has the advantage with memory access, but Intel covers is with large, shared cache.

Don't count Turion out. The new 65nm version is what got the Toshiba account. AMD has better options for either integrated graphics (690g 7watt chipset), or discrete with the 2400 and 2600 cards. In either case, AMD has better graphics, longer battery life, and similar (but slower) cpu performance. In a notebook, the platform becomes more important than the cpu.

AMD still has the advantage with large servers. Native quad, with hypertransport means the sockets communicate better. It's just more scalable. Intel will attempt to cover with cloverdale and caneland which has - get this - 4 separate front side busses - one for each socket.

Nahalem has the integrated memory controller and interconnect system that AMD delivered in April of 2003. Trouble is, Nahalem isn't due until late 2008, or early 2009.

I think what will happen is both companys will get used to smaller profits, and continue to fight hard. AMD will raise additional revenue for new fabs if necessary - they've got a good offer on the table right now from New York State.

Plus

YUM I love the whole AMD integrated memory die. It makes alot of sense, that and serial interconnects. I can't wait to see how well (or bad) Intel does with there's. Oh and yeah AMD crushes Intel in something like 2+ sockets.

Oh and integrated graphics don't differ that much. Their both no where close to discrete. Also, in benchmarks it's been shown the 8400/8600 beats the 2400/2600. Nvidia also rules in the high end with the 7950 gtx (something like that) in laptops with ati at the x1800 (very uncommon unfortunately).

Smaller profits? A company exists to make money, they're not going to make do with smaller profits. Intel can afford these price cuts because they are on a smaller fab. You can expect more cuts when they move to 45 nm, it's just because they use less silicon.