Advanced Micro Devices Inc (AMD)

[Grimes]

Re : Intel will not seriously challenge AMD on the high-end desktop until ...

The consensus on this board appears to be that A64/FX/Opteron 'owns' the high end in terms of X86 32 and 64 bit performance.

1. Is this a realistic view of the X86 market?

2. If so, for how long is this advantage likely to endure?

3. What is Intel's best horse for the next leg of this race? Dothan seems to be mentioned often, and is (IIRC) their candidate for dual core '...sometime next spring...', but given its various defficiencies (word length, bus structure, missing NX bit blah blah) lot of work will be needed to bring it up to speed.

4. It seems to me they essentially have to do a complete redesign to produce a truly competative 32/64 hybrid. How long does that take? Assuming the clock started when they moved the design team from Isreal to Oregon (Spring 04?) when would a resulting new product be deliverable in quantity, and where will AMD likely be at that point?

Thanks for your comments