Advanced Micro Devices Inc (AMD)

[HailMary]

My question to all is, what is keeping Intel from using Nocona in 4P and up servers? Is it simply a matter of compatibility with chipsets that support this? This could be a filler part until they get everything straightened out. I ask because if Potomac is cancelled, is AMD going to have the 4P x86-64 market all to itself until late 2005 or even 2006?

The real question is when did Intel start transitioning to this new strategy of using their other more efficient core. In the chip world, it generally takes at least a year to do even a simple derivative project, and then another 6 months or more after tapeout to get to production. If Intel didn't already start working on a Dothan based server chip with x86-64, it is going to be the end of 2005 or later before it shows up as a product. That looks like a big window for AMD. Also qualification times for server chips is a lot longer than desktop parts, so the window may be even bigger.

What am I missing?