Friday, December 12, 2003 12:03:11 PM
"How fast Dothan will be?"
It only has to be faster than the competition.
And the only competition for "Dothan" is its predecessor, Banias.
AMD has no competitive product, as they neglected the high volume, high ASP mobile market in favor of the very low volume server market that takes years to nurture and grow.
Hence, Intel's Dothan, like the Banias before it, can be introduced at very modest clock speeds, with only occasional, modest speed bumps (as the AMD folks like to call 'em !) because AMD, Transmeta, and VIA have nothing close to compete with this product.
And we can't ignore Intel's fantastic marketing for this product line [CENTRINO] - wrapping it up in the Mobile Wireless Communications trend that is sweeping the notebook market.
Extraordinarily successful - no?
It only has to be faster than the competition.
And the only competition for "Dothan" is its predecessor, Banias.
AMD has no competitive product, as they neglected the high volume, high ASP mobile market in favor of the very low volume server market that takes years to nurture and grow.
Hence, Intel's Dothan, like the Banias before it, can be introduced at very modest clock speeds, with only occasional, modest speed bumps (as the AMD folks like to call 'em !) because AMD, Transmeta, and VIA have nothing close to compete with this product.
And we can't ignore Intel's fantastic marketing for this product line [CENTRINO] - wrapping it up in the Mobile Wireless Communications trend that is sweeping the notebook market.
Extraordinarily successful - no?
Recent AMD News
- AI Revolution Could Reshape the CPU Industry, Wolfe Research Says • UK Market News • 05/31/2026 02:15:00 PM
- Wolfe Research sees AI workloads expanding CPU market by 30% through 2028 • IH Market News • 05/31/2026 01:15:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/29/2026 09:34:43 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/28/2026 08:22:22 PM
- Form SD - Specialized disclosure report • Edgar (US Regulatory) • 05/28/2026 08:15:59 PM
- Semiconductor shares climb in premarket trade as investor confidence improves • IH Market News • 05/26/2026 12:55:28 PM
- Citi Forecasts Massive Expansion in Server CPU Market Through 2030 • UK Market News • 05/23/2026 02:02:13 PM
- Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership • IH Market News • 05/23/2026 02:01:14 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/22/2026 09:43:20 PM
- AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology (AMD) • IH Market News • 05/21/2026 10:44:03 AM
- AMD Announces Production Ramp of Next-Generation AMD EPYC Processor “Venice” on TSMC 2nm Process Technology • GlobeNewswire Inc. • 05/21/2026 05:35:00 AM
- AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure • GlobeNewswire Inc. • 05/21/2026 05:35:00 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/20/2026 08:53:40 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/19/2026 08:13:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 09:05:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:57:43 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:55:26 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:54:01 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:52:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:50:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:49:14 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 05/15/2026 08:39:40 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/15/2026 08:12:53 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/15/2026 08:07:05 PM
- AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD) • IH Market News • 05/14/2026 10:30:40 AM
