Advanced Micro Devices Inc (AMD)

[jhalada]

wbmw,

It used to be 70% P4 and 30% Celeron. Now, by the end of the year, it will be 30% Core 2, 40% Pentium D, and the rest single core P4s and Celerons. What percentage of AMD's parts will be dual core? Maybe 25%? That means that 25% of AMD's production will be excluded from the upper 30% of the market, and 75% of AMD's production will be excluded from the upper 70% of the market. It's back to being relegated to the low end. And you cannot see this?

I think the trends of product introductions indicate that AMD's entire Athlon 64 brand is moving to dual core. There may be some SC lingering in Q4, but since AMD has not introduced any SC chips faster than 4000 model, and even 4000 1MB model is discontinued, it seems that vast majority of Athlon 64 will be DC. I doubt that DC vs. SC will be the distinction, or any advantage to Intel. The advantage will be the performance lead of NGA and the monopoly position in the market.

Joe