Intel Corp (INTC)

[Ixse]

Wbmw, I think you are forgetting that AMD has the right bandwidth-latency combination to do quad core in servers with more than 1 socket and Intel has not until CSI. This added to core revisions, and HTT revisions, and better performing virtualization will rather easily allow AMD to keep momentum for years to come UNLESS Intel's 45nm is spectacularly good (which it might be because of high-k but I'm not exactly holding my breath).

Just to be clear for the desktop environment I'm expecting somewhere between 3-10% generic performance increase for rev F on AM2 compared to rev E on s939, based on rumors and early sample test results published by Anand.

With regards to the transition from 90 to 65nm AMD is not in the same situation as when they were with the transition from 130nm to 90nm. I'm not expecting 65nm parts exceeding 90nm top bin until into H1 '07. Rev G IPC and frequency improvement come on top of that.

All in all I expect AMD to slightly underperform in desktop and mobile until rev G. I expect AMD to continue to excell in the server environment.

Even more generally I think that server + increased DT and Mobile volume + decreasing depreciation will generate increasing profits next year.

Regards,

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