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Re: SemiconEng post# 42374

Monday, 08/16/2004 2:47:40 PM

Monday, August 16, 2004 2:47:40 PM

Post# of 97831
Hate to chime in here :) but,

with the talk about AMD fabs being delayed to 06 or later, talk of dual cores in '05 and talk of AMD taking 30 MS by '05/06:

What factor does the development cost of dual core and the additional fab capacity needed for dual core have? Wouldn't it be time to consider this?

Also, given that both AMD and Intel appear to be running into limits in the growth of processing power (hence, dual core), will there be no premium for dual core parts just as there is no premium for 64 bits? Wouldn't it be time to consider this?

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