Advanced Micro Devices Inc (AMD)

[Ixse]

Keith, re: The differentiators available for AMD are fairly limited. So what´s the strategy? I can think of some cache games, socket games, but that´s basically it, and not convincing to me.

Agree. Strategy seems clear to me though: Maximize ASP per cpu segment largely defined by Intel. Differenciators are limited but useful: 64b/32b, power, single/dual mem. channels, HT bus speed, # of HTc ports, frequency, cache. Each has their limitations compared with Intel having different cores, but they make the most of it for as far as I can see. I'm wondering if there will be any new non A64 technology in Turion.

Regards,

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