Intel Corp (INTC)

[kpf]

chipguy

Well, following your thoughts, the focus currently lies on server, then mobile, then desktop. Under these considerations the huge die is no problem unless you want to penetrate valuespace with it. Then, it depends what numbers they can make in mobile segment with 130nm K8. Every indication points to an upcoming low-voltage CPU for Thin and Lights - my guess would be sometime in summer.
Then, in summary, if you add server plus FX plus mobile plus desktop performance, 6 M desktop CPU make still a slow ramp, but a deliberately chosen strategy to migrate under conservative assumptions (e.g. no windows64 this year) - which is admittedly a paradigm change to what we would have seen in Jerry's times. Which would have been a lot more entertaining, but not necessarily more successful (carefully said ).
What I have seen from the "New AMD", better said how I read Hectors handwriting, 6M desktop CPUs seems to be in the right ballpark for me. Probably accidently, I might add, looking at the source it comes from.

K.