Re: As far as volume, your previous predictions of volume / availability of AMD DC have not proven to be right.
It's not been proven either way, or do you happen to have sales numbers of DC Opteron and X2 at this point? Make sure you realize that I never claimed it would be zero volume; in fact, I estimated in a previous post that it might be in the area of 30k parts this quarter for the entire X2 line. Probably no more than 100k parts (server + desktop) per quarter for the next several quarters. That's still about 1% of AMD's total volume. The number of quad core parts next year would be substantially smaller until fab36 has ramped to sufficiently (which I don't expect until late next year).
Re: I don't know where you see Intel, performance wise in that time frame, and what could possibly compete with hypothetical 2.4 GHz QC. I don't really see anything on the horizon. Merom derived core may be very competitive with a hypothetical 2.8 GHz DC, but would be blown away by 2.4 GHz QC.
If AMD does the unthinkable and pusheds out a quad core in H2 2006, what's stopping Intel from doing to Merom what it did with Prescott and put 2 dual cores in a package? It's maybe not the best solution, but it would compete with AMD's miniscule volumes. And what would AMD do after that? Go to 8-core?
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