1st the intel lawsuits should give amd the time to straiten out their problems, look for new stepping in a few months. 2nd i am selling amd again after ..... well..ok.. fine fx-60 really! The ati buy out is going to pay off for amd now.
ok look for amd to hold $6 and trade up to $8 over the next few months - soon as amd releases good news it will travel back to 15 slowly.
amd will bounce off 10 then 15
after that it will fall back in the 12-13 area
look for amd to trade in the 12-15 area this summer
YW!
ps - i just read a post on the 3870 x2 - it rocks 1250p sdmark06 of 9k vs. 7.5k for the 8800GTS
as i predicted the 3870 X2 crossfire will beat out both the dual 9800 card and the 9800GTX
nvidia is hidding the 9800GTX while they figure out how to beat the 2 gpu on on pcb solution - the ati solution is both technically faster, better to cool and cheaper to make. this technology was proven last with the dual gpu 1950 pro by sapphire.
nvidia is holding back the 9800GTX
the 780i 3way is doomed by the third lane at pci-e1.1 speeds, the third card is only 20% effecient
quad and triple crossfire should help amd
dual hd 3870 X2 with intel chips clocked to 4.2-4.5ghz will rule this year with 3dmark06 scores over 25k
So you think the massive profits ATI had before the buyout will put AMD in the pink?
Thier best quarter ever was ~ $50M.
That will probably not cover the interest on the buyout loan.
AMD's biggest problem is thier distance to profitability. They have to cover the capex on Fab 36 and the cash paid out for ATI, before they can break even.
Having said that, Hector has a plan, so it's all good right?
Personnally, I'd say $20 by nov., but only if I dont buy any shares.
Even if ati dont deliver bumper profits, them potentially moving into the black will represent positive news for the ATI/AMD group, something lacking of late. A boost to investor confidence, reduction in investor/market unconfidence. To be brutally frank, things cant get much worse for AMD, so the bottom could represent something like todays share price.
I few years ago (2002-2003) AMD shares were around $3 usd i decide to spend my $$ in another place .. a few years later they rise to almost $30. No good for me, but at least i was happy with my FX 51 by the time.
Nvidia also has triple sli, and the only way triple/quad sli/crossover will help either company is you need to buy more cards. BUT does quad crossfire even sound practical? Triple doesnt even seem realistic, and i have yet to try sli/crossfire for myself. I DOUBT even the rich people will try the quad crossfire (you know the money burners where they ask you to help them burn money on their rig).
dual hd 3870 X2 with intel chips clocked to 4.2-4.5ghz will rule this year with 3dmark06 scores over 25k
The intel chips that people would be buying would hurt AMD (maybe even hurt as much as the profit of the new cards), and yes that is stating the obvious.
Over how many years is this? Even if no one bought Nvidia i dont think this would happen over a year.
I am hoping AMD catches up, It is time Nvidia lowered those 8800 ultra prices, I haven't seen a single price reduction in the GTX or Ultra prices and the new GTS is literally right next to GTX speeds for $100 less, and yet people continue to buy GTX's.
I hope AMD puts 3 Gpu's on one PCB for their high end, that would for sure totally own nvidia's next high end card.
--------------- The worst part of my Vista 64 experience is having to listen to all of the individuals who apparently feel it's their 'Grand Mission In Life' to tell me about all of the things that (supposedly) don't work, when it *does* work.
---------------
AMD Athlon 64 X2 6000+ @ 3.5Ghz Stable l Thermalright Ultra 120 Extreme l Asus Crosshair l 2GB Crosair XMS2 DHX PC2-6400 876MHz l XFX GeForce 7900 GS (620,1000) l 250GB Seagate Barracuda l 250GB Maxtor l FSP Epsilon 600W l X-Fi XtremeGamer l Windows XP
You know what i just hit 18 do you think this is the time to invest in AMD? shoot if i invested now and they made a severe come back that somehow Nvidia went bankrupt, i could end up rich.
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Mess with the best die like the rest!
Nvidia also has triple sli, and the only way triple/quad sli/crossover will help either company is you need to buy more cards. BUT does quad crossfire even sound practical? Triple doesnt even seem realistic, and i have yet to try sli/crossfire for myself. I DOUBT even the rich people will try the quad crossfire (you know the money burners where they ask you to help them burn money on their rig).
The intel chips that people would be buying would hurt AMD (maybe even hurt as much as the profit of the new cards), and yes that is stating the obvious.
Over how many years is this? Even if no one bought Nvidia i dont think this would happen over a year.
I am hoping AMD catches up, It is time Nvidia lowered those 8800 ultra prices, I haven't seen a single price reduction in the GTX or Ultra prices and the new GTS is literally right next to GTX speeds for $100 less, and yet people continue to buy GTX's.
I hope AMD puts 3 Gpu's on one PCB for their high end, that would for sure totally own nvidia's next high end card.
Your wrong about quad cross-fire and rich people mate, there is ALWAYS some rich guy who will try the latest and greatest thing. Quad crossfire wont need an inch thick power cable for your pc for a start lol which is one advantage. Just 3/4 inch
Plus I think part of the idea is you could start off with one card and just keep adding as your budget allows. You dont have to splash on the complete setup all at once.
Crossfire doesn't require 4 of hte same card the way SLI does.
Also, because AMD rebounds one day does not mean its hit bottom. Show me at least 2 weeks without closing below where it opens and I may believe its hit bottom...
Crossfire doesn't require 4 of hte same card the way SLI does.
What? I didnt know that, But surely there has to be a problem with that, (i dont know all the ATI cards so ima use Nvidia) So assuming Nvida's sli was like crossfire, If i Slied a Geforce 7950 GX2 with a Geforce 8800 GTX wouldn't there be A serious problem somewhere?
Also, because AMD rebounds one day does not mean its hit bottom. Show me at least 2 weeks without closing below where it opens and I may believe its hit bottom...
Hence my earlier comment: It's a Dead Cat Bounce.
--------------- The worst part of my Vista 64 experience is having to listen to all of the individuals who apparently feel it's their 'Grand Mission In Life' to tell me about all of the things that (supposedly) don't work, when it *does* work.
1st the intel lawsuits should give amd the time to straiten out their problems, look for new stepping in a few months. 2nd i am selling amd again after ..... well..ok.. fine fx-60 really! The ati buy out is going to pay off for amd now.
ok look for amd to hold $6 and trade up to $8 over the next few months - soon as amd releases good news it will travel back to 15 slowly.
amd will bounce off 10 then 15
after that it will fall back in the 12-13 area
look for amd to trade in the 12-15 area this summer
YW!
ps - i just read a post on the 3870 x2 - it rocks 1250p sdmark06 of 9k vs. 7.5k for the 8800GTS
as i predicted the 3870 X2 crossfire will beat out both the dual 9800 card and the 9800GTX
nvidia is hidding the 9800GTX while they figure out how to beat the 2 gpu on on pcb solution - the ati solution is both technically faster, better to cool and cheaper to make. this technology was proven last with the dual gpu 1950 pro by sapphire.
nvidia is holding back the 9800GTX
the 780i 3way is doomed by the third lane at pci-e1.1 speeds, the third card is only 20% effecient
quad and triple crossfire should help amd
dual hd 3870 X2 with intel chips clocked to 4.2-4.5ghz will rule this year with 3dmark06 scores over 25k
aj_almualla@hotmail.com 
