Intel Corp (INTC)

[kpf]

wbmw

This predicts an x86 processor market that is nearly twice the size it is today. Anyone else see a disconnect here, or are there huge growth predictions going on?

Think along the line of marketing currently unused low feature yield dies in embedded markets. Both Intel and AMD are exploring into this and take it into consideration for current and upcoming dfm.

To what extent this will be feasible, and if at all when, is unclear, at least, and questionable as well in my book. Hector is a strong believer in the strategy; he bought a mips-company in 02 (mips to die and migrate customers to X86) and took over the X86-unit from National to prepare for it to materialize.
While the idea is tempting (basically it's the turning lead to gold thing, or the recent iteration of it to produce energy from waste), I am not sure AMD will ever make money with it, let alone get back what Alchemy [sic!] and Geode lost until eventual breakeven of this unit. It could well turn out as the very same error of strong belief in the vision of the NROM-miracle to materialize.

I would put more faith in the strategy if X86 would not be a power-hog architecture - or if ARM would not exist.

K.