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smooth2o

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smooth2o

Re: sgolds post# 16291

Thursday, 10/30/2003 8:39:52 PM

Thursday, October 30, 2003 8:39:52 PM

Post# of 97586
Dream on...

Sgolds: So, short term, an Intel entry would cause demand for AMD to skyrocket and AMD would be the toast of the town. Medium term, 2005 could be a problem as Intel manufacturing kicks in. AMD would have to tread carefully, once again pulling a rabbit out of the hat or becoming toast (I do hope they get royalties from Intel). Long term, if AMD opens a new 300mm/65nm factory in 2005 for 2006 product, simultaneously with maintaining Dresden for mature process, then it could be a whole new world.

Rather, I think that EVEN IF it is AMD64+, Intel will provide systems that will obviate the purchase of AMD systems since Intel systems will be ubiquitous for development (they have to be, actually).

There are too many risks associated with AMD "pulling a rabbit out of a hat". Intel has soooo many more choices...

Smooth
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