Advanced Micro Devices Inc (AMD)

[bobs10]

As I've said many times I'm about as non-technical as they come so feel free to ignore what I'm going to say. But even to me, with my limited knowledge, some things seem apparent:

1) FSB’s are about as dead at dodos.
2) The future is in PTP architecture such as HT due to its' low latency and scalability.
3) Also Big Iron is dead, being replaced with chips that have multiple processors on them and linked to other such chips with PTP and system integrated with high speed switches such as the new PathScale product.
4) By the time Montecito hits the market AMD should be selling 32/64 processors in a 3 cubic foot box. Commodity servers are going to rule the server market from top to bottom.

I will give you that Itanium isn't going to go away any time soon. The products will make just enough money to justify their existence until something better(Xeon merger07?) comes along. The point is why bother? But then I guess INTC has to offer something or loose the market completely.

In any case the market AMD is situated to take is going to be much bigger lapping both the Itanium and Xeon markets. It doesn't look like INTC will have anything to protect that huge middle of the server market for a very long time.