Howdy folks,
Yes I'm back reporting on the doings of the company we all love to hate. And today's news we'd rather not hear is that Neweg has stocked 790GX boards as I said they would this week. I actually thought last week, but wasn't aware of when the NDA lifted.

There are tons of reviews floating around the Web, but as usual,

NO ONE SHOWS OC SCORES.

WTH?


http://www.newegg.com/Product/Prod [...] 6813131331Asus

http://www.newegg.com/Product/Prod [...] 6813186150FoxConn

http://www.newegg.com/Product/Prod [...] 6813138128BioStar


There are also Gigabyte, DFI and MSI boards in the pipeline. Now that Phenom will consistently run at 3GHz+ I wonder what the excuse for their sagging stock price will be. I mean they demoed EUV, set records in Web, VM and SPEC, but still they are not getting any respect. Puma is a brilliant platform, 4800 series is the fastest single slot card (X2).

What more do they have to do to show that they are not really behind Intel? It looks like the process gap is lessening adn should be around even if 32nm goes off without a hitch. I think that's what upsets me most. Atom -> delayed, Centirino2 -> delayed. G45 -> still crap.

Intel stock shodl be $6 according to how AMD took hits for the same things. Yet another reason why I stopped posting here.

LOL, you don't really know how the stock market works, right? AMD is being punished for Citigroup's screwups, Intel too, but AMD is punished worse because it's a smaller company (that is, it has a very large "beta" ). Once the financial crisis is fixed, the higher beta will work in AMD's favor i.e. it should go up way faster than Intel.

Look, I like AMD, and I wish them the best, but I don't get why the 790GX works at x8+x8 in Crossfire. That's silly IMO, especially with AMD having the best video cards around at the time. You get to pick between 790GX with great overclocking but Crossfire bottlenecks, and 790FX with less overclocking and Crossfire at full speed. I want something that does both!!!

Baron,
I enjoy reading some of your comments, and the responsea. Very seldom get involved. But your reflection on stock price... well. Unless AMDs products were to take Intels current line up to the cleaners, it will have very little bearing on the relative diff in stock price.

The value of amd vs intel stock price is determined be investors - vast majority have a hard time setting up a "store bought" computer to do their trade let along care about high end performance for.

They care more about how moch the company is worth compared to the number of outsanding shares. This includes debt, cash on hand, and value of assets. Amd - high debt little cash on hand, assets sheding to increase bottom line. Compare that to intel's position.
Analysis Recomendations:
INTC AMD
Srong Buy 11 3
Buy 15 4
Hold 12 18
Underperform 0 4
Sell 0 1

Hummmm I quess this is why I have 200 Shares of Intel, an zero AMD
Has noting to do with Which Proc is better, Money is Money

The Stock Market sucks then.

AMD doesn't want to cannibalize their 790FX sales, so of course the GX will have something less than FX. Besides, x8 PCIe 2 is like x16 PCIe 1 which had plenty of bandwidth. 790FX will get the SB750 soon. I'm assumign that manufs want to let stock go down on the SB600 boards. They work, why not sell them?

The stock market sure sucks, true

Yeah, I hear that 790FX/SB750 will be out soon. That should change the tone a bit in the forums, if it's really as good as the previews claim.

That didn't help your cause any.

I like your fire and motivation; work on the research and underlying basis for investment connections.

That is ilogical. It takes years to produce a CPU and months to ramp. Sure, AMD made some mistakes. Mainly trying to win a price war with a company 10X its size, but the fruits of the ATi purchase are more than visible now. AMD chipsets seem to be outselling nVidia. 790GX is able to play games at 1024 and in some cases 1280 or 1680. Deneb is looking really good which means Shanghai may be a revelation.

From everything I see, AMD should be more above hold. They should break even in operating income this Q and maybe even be in the black, depending on what the margin on 4800 is. Phenom is selling like hotcakes right now and the largest interest is in the most expensive CPUs (9850\9950BE). I know that Phenom has higher margins than X2 90nm because of 300mm wafers and Barcelna is above Opteron for the same reason.

Now if they can get Turion moving into business, they will be in business - no pun intended. But I knwo Intel is on the phone right now shmoozing and working around how bad X4500 sucks. I have an Intel IGP now and even with a Turion X2 and 6150(3 years old), I get better window refresh, faster taskbar drawing, etc.

That's what upsets me. It's OK if Intel is selling somethign barely does what it's supposed to and people actually defend them but AMD is a little slower now and the world ended.


BAAAHHHHH!

yeah economy sucks... last year when I was in California... there was fast food chain (Carl's Jr) and I could get a hand scooped extra large shake for like 3 bucks... now, a year later when i'm back out here... i can get a small hand scooped shake for 4.50.... how awesome is that ?

wow baron amd is back!

they actually have a decent product now! I actually like it!


baron what is this bs:


"Intel stock shodl be $6 according to how AMDhttp://en.wikipedia.org/wiki/Advanced_Micro_Devices took hits for the same things. Yet another reason why I stopped posting here. "



amd has lost so much money the have predictive bankruptcy, intel comes in makes money and is right in the money -dude do you know anything about the stock makert?

its predicts the future not the past, amd stock should be at 40 if single core athlons where still state of the art. seeing as intel is about to release a new major revolution called nehalem and amd is loosing moeny the stock is properly priced



ati is worth $10 but amd'sliablity is minus 5 = $5 wow thats where its at!

Really, well explain why both ATi and nVidia got their chipset licenses canceled? Is that how to foster competition? Did they think AMD would steal some secret that they probably already have access to anyway? And why as soon as Larrabee was MENTIONED, nVidia was basically told they won't get a QPI license. Or perhaps you can explain how ATi col dbe worth the same without the Intel chipset sales.

Strange that.

Competition is good?

You realize that nvidia does have a nehalem license now, and will be selling lga1366 boards, right?

Will Intel get a SLI license in exchange, by any chance? It would be nice to have a Nehalem MB with an Intel chipset that supports two nVidia cards.

That's not what I heard. The word was that Intel wanted SLI. nVidia would only give them the NForce 200 chip like in SkullTrail. Intel held off on the Penryn specs until AFTER their chipset came out and said it was an oversight. And if they did the same thing with Neh I guess it's a pattern of stifling competition. I'll Google it. Though it still doesn't explain why even the chipset that appeared before the AMD buy was not even put out. No one wanted to upset Intel. Yeah, they're real friendly to competitors and partners.

The word was that nVidia WON'T give Intel a license because Intel would abuse the privilege. nVidia doesn't want to give them the "keys to the kingdom."