Do you really buy the propaganda put out by the brokerage firms? My view is that they are more reactive, than proactive. Making this call 10 points ago when amd was in the 30's would have been brilliant, making it now, tell's me that there is more upside than downside. Continued success to you!
AMD has been disputing evidence that Intelâs new chip (Woodcrest, Xeon 5100) is more energy-efficient, using a measurement called âThermal Design Power." However, this claim has been received skeptically by some analysts, such as Thomas Weisel Partners. Weiselâs analysts concluded in a June 21 report: âWe ran benchmarks on servers that indicated that Woodcrestâs power consumption is lower than similarly configured Opteron systems, and Woodcrest has superior performance to Opteron systems.â Other analysts have also been issuing positive investor guidance on Intel. For example, Gus Richard, managing director of First Capital Albany in San Francisco, recently issued a âbuyâ recommendation for Intel, writing, âThe reason for our upgrade is that we believe the company's new desktop (Conroe) and server (Woodcrest) will allow the company to regain the performance lead in these markets. We expect the company to regain lost market share starting in the second half of 2006.â Meanwhile, Intel plans to aggressively increase the power and energy efficiency of its chips, and plans to release its own quad-core processor before AMD. DEG Vice President Pat Gelsinger told Information Week at the Woodcrest launch event in New York that INTC is going to be delivering quad-core before AMD even has a chance to respond to Woodcrest.
Intel is launching Montecito on July 18. The Montecito processor features twice the performance, almost triple the amount of L3 cache (24 megabytes), and 20 percent lower power consumption compared to its predecessor. It also boasts Intel® Virtualization Technology and Hyper-Threading Technology. The die contains 1.7 billion transistors, more than any other microprocessor in the world. About 90,000 Itanium-based systems have been deployed around the world since 2002, and Montecito is expected to accelerate that momentum. More than 75 percent of the world's largest companies deploy Itanium-based systems. Businesses are moving away from proprietary systems and enjoying freedom of choice with the 8,000 software applications available for Itanium-based systems.
You have to take into account that back when AMD was in the 30s, Woodcrest was only in the brewing. At that time, benchmark and industry analyst reviews were not available for evaluations/testing.
The SOX index, consisting of 19 chipmakers, hit an intraday low of 412.62 yesterday . The index has fallen about 146 points, or 26%, from its 52-week high reached in late January. This could be a buy ahead of next week's chip sector earnings report-- INTC, AMD, and BRCM.