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Re: wmbz post# 29161

Friday, 03/19/2004 2:12:30 PM

Friday, March 19, 2004 2:12:30 PM

Post# of 98357
wmbz: What if by the time Intel adds all that stuff, AMD has dual core A64s? Actually that brings up a good question. Will Dothan and its successor support Hyperthreading or is that going to die along with Netburst?

What if? Intel can do dual cores also. If all mentioned here comes true, I suspect Intel will be further ahead of AMD in profits, marketing and features. Obviously, these architectures are pushing toward limits (that would include AMD, BTW). The only way to get far more performance is to add dual cores. I suspect that in Intel's architectures, HT will continue on each core.

Things to note are that dual cores take more silicon. Power is a problem so one would think that dual cores will eventually fall the way of Dothan. Dual uP have always enjoyed higher prices (unlike going from 32 to 64 bits, eg) so one would think that the dual core products would be more expensive and ASPs would be higher, much like the top frequencies enjoy very high price premiums today. Marketing will be very key here, there are lots of ways to further differentiate. Dual cores could bring more silicon into play adding functionality to the CPU something Intel has always done. Profits and market share go to those who have the added capacity. Added capacity comes from having added profits.

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