Advanced Micro Devices Inc (AMD)

[j3pflynn]

chipguy - re:"Anyway you are sidestepping the critical point that
with Athlon vs Willamette AMD had a substantial cost
advantage while with A64 vs Prescott it is probably
at a substantial cost disadvantage. The dreamer's
talk of inflicting material "damage" on Intel is
laughable."

Except this time AMD has a far better performance lead foundation, has won a lot of mindshare and interest in their product, and is about to bring out it's 90nm process descendants out in force. Last time around, they had blown the 130nm transition with TbredA, and were at a power disadvantage. Not to mention that last time, their only real competitive slice of the pie was the desktop. Quite different landscape now.

With 90nm, their potential production increase is a little higher, and they already have a power advantage to go along with their performance advantage, as well as a more effective and easier to produce supporting infrastructure.