Keithdust2000: "I´ll bring up other aspects later that explain why despite what I´ve just said, I´m still optimistic about A64, the other side of the coin"
Keithdust2000: "I will follow up this post when I have the time with my take on the server space, notebooks, A64s strenghts and potential, possible sales strategies, etc., but it´s too much now as you can see"
I'm new. Above quotes from Keithdust2000s post intrigued me partly because you seem to be a well informed person. I'm curious enough to register myself on this board and bite to verify my assumptions: I presume it's something along the lines of AMD moving away from lower margin desktop to higher margin notebook/server/blade/work station lines, all areas in which the xHammer family has a real advantage (server+blade: HT glue + performance/power + 64b, Notebook: performance/power, workstation: high end server features + 64b). Moving to bigger higher cost chips in higher margin markets while staying reasonably competitive on desktop. Moving to get a bigger slice of the chipset revenue indirectly while moving the total cost of the PC down (memory controller on Hammer allows single chipset solutions). Moving to relatively low base cost model (especially design costs as their competitor has 3 rather different ISAs to maintain). Moving to lead the industry with techniques like HT and 64b, and Processing techniques like SOI and highly integrated chip fabbing so that they flock to support each other to drive broad based sustainable growth. How am I doing so far?
Also I bet that Intel's heat trouble will go away about as slowly as AMDs SOI trouble, and from a rather different angle: that AMD will profit as much (but in a different way, i.e. lower power despite added HT and Mem. Contr.) from SOI as Intel will from strained silicon (enabling higher frequencies more than lower power). And there now isn't any reason to believe either of them won't make their public available roadmaps in a reasonable way. Would you think that's a fair assessment?
Would highly appreciate your thoughts on this.
Kind regards,
Ixse
