Advanced Micro Devices Inc (AMD)

[kpf]

elmer - What is Intel thinking?

What do they anticipate that AMD doesn't?

That is what i asked myself for longtime. I dont think it is an anticipation but a strategy to outproduce competition using its capital and expected 300mm cost advantages. Not sure how exactly they intend to do that. Doubling cache sizes every year is not sufficient to explain the capacities they are building up.
Dual Dothan (or Dothan-successor)- Cores across the board?
Server first in 2004, Desktop next in 2005 (P4 will be Celeron then). With integrated memory controllers, and integrated grafics as well, possibly. Something like Dual-Timna.

And yes, interesting times ahead. At the very end it will probably turn out not really as a competition of approaches, but only a competition of timing:
AMD going to X86 and SoI first and will be forced to multicores later, plans to use strained silicon as well.
Intel going to multicores and strained silicon first, plans to use SoI later. And will probably go to X86-64 as well.

K.