Thursday, September 18, 2003 4:53:22 PM
If AMD can demonstrate fundamentally lower cost platforms with Athlon 64, and the server chip that's remarked as a desktop chip and sold at a lower price, Athlon 64-FX, then they will have an advantage. However, I've already argued that SOI will continue to add cost to AMD's CPU manufacturing, while Intel will move ahead to 300mm wafers and a die that's 60% of the size.
On the performance front, Intel has some pretty handy answers to AMD's newest cores. Following AMD's lead for a change, they have a remarked their server chip and called it Pentium 4 Extreme Edition, which will probably give Athlon 64-FX a run for its money. Meanwhile, Intel was smart enough (business wise) to have socket 478 for the desktop and socket 603 for servers, so that the new Pentium 4EE won't arbitrage into the server space and take away sales of Xeon MP. AMD has a much larger problem preventing cost conscious buyers from buying Athlon 64-FX instead of Opteron 1xx.
I agree the next year is shaping up to be pretty interesting. I've seen the roller coaster this year for AMD, from going from impending bankruptcy due to a lack of execution, to being on top of the world with outstanding Opteron performance. Now, the scales seem to have settled, and AMD/Intel are back at performance and cost parity. Both have advantages and disadvantages, but it will be interesting to see if it is enough for AMD to stay out of the doldrums.
Recent AMD News
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/13/2024 08:15:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/11/2024 08:19:11 PM
- AMD Advancing AI 2024 Event to Highlight Next-gen Instinct and EPYC Processors and Expanding Solutions Ecosystem • GlobeNewswire Inc. • 09/10/2024 01:00:00 PM
- AMD to Present at the Goldman Sachs Communacopia and Technology Conference • GlobeNewswire Inc. • 09/04/2024 01:00:00 PM
- AMD Appoints AI Industry Veteran Keith Strier to Expand Global AI Capabilities and Engagements • GlobeNewswire Inc. • 09/03/2024 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/22/2024 08:13:14 PM
- AMD 2023-24 Corporate Responsibility Report: Advancing Sustainability, Collaboration and Inclusion • GlobeNewswire Inc. • 08/21/2024 01:00:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/20/2024 08:26:54 PM
- AMD to Present at the Deutsche Bank Technology Conference • GlobeNewswire Inc. • 08/20/2024 08:15:00 PM
- Berkshire Reduces Stake in BofA, Hawaiian Airlines Soars 10%, Paramount Receives $4.3B Offer, and More • IH Market News • 08/20/2024 09:56:02 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:26:24 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:24:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:22:02 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 08:19:38 PM
- Futures Pointing To Roughly Flat Open On Wall Street • IH Market News • 08/19/2024 01:13:22 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/19/2024 10:22:30 AM
- AMD to Significantly Expand Data Center AI Systems Capabilities with Acquisition of Hyperscale Solutions Provider ZT Systems • GlobeNewswire Inc. • 08/19/2024 10:00:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/13/2024 08:36:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/13/2024 08:33:41 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/13/2024 08:31:32 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/13/2024 08:28:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/13/2024 08:22:55 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/13/2024 08:20:27 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/13/2024 08:17:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/13/2024 08:14:48 PM
North Bay Resources Announces Mt. Vernon Gold Mine Bulk Sample, Sierra County, California • NBRI • Sep 11, 2024 9:15 AM
One World Products Issues Shareholder Update Letter • OWPC • Sep 11, 2024 7:27 AM
Kona Gold Beverage Inc. Reports $1.225 Million in Revenue and $133,000 Net Profit for the Quarter • KGKG • Sep 10, 2024 1:30 PM
Element79 Gold Corp Announces 2024 Clover Work Plans & Nevada Portfolio Updates • ELMGF • Sep 10, 2024 11:00 AM
Nightfood Holdings Inc. Completes Major Step on Uplist Journey by Closing Strategic All-Stock Acquisition of CarryoutSupplies.com • NGTF • Sep 10, 2024 8:15 AM
Element79 Gold Corp. Announces Sale of 100% Interest in Elder Creek, North Mill Creek, and Elephant Projects to 1472886 B.C. Ltd. • ELEM • Sep 9, 2024 9:34 AM