Advanced Micro Devices Inc (AMD)

[Ixse]

Wbmw, re: 2006 is Intels turnaround year because of Yonah, Sossaman, Pressler, Dempsey, Cedar Mill and Montecito?

- Yonah: Likely very succesful notebook chip.
- SossamAn: Niche server blade chip based on Yonah (niche because of lack of 64b)
- Pressler: 65nm Netburst
- Dempsey: 65nm Netburst
- Cedar Mill: 65nm Netburst
- Montecito/Montvale: 90nm Itaniums. There isn't going to be any 65nm Itanium chip in all 2006 (that's what Montvale was supposed to be until Intel backtracked and said Montvale will be 90nm). Montecito's frequency slightly disappoints. Montvale's frequency disappoints massively because of the before mentioned reason. Still, top notch performance is very likely though to allow HP to continue the move to it from legacy chips.

The 65nm Netburst chips ain't going beat Opteron/Athlon64/X2 and you know it. Sossaman is for the 32b niche in the blade server market. Montecito/Montvale are very unlikely to slow x86 server sales growth.

Hence you're statement that 2006 is a turnaround year for Intel won't become true till Merom/Conroe/Woodcrest at the earliest.

BTW, I sold 60% of my Jan 20's when the common was just under $26. The other 40% is unfortunately worth now what I bought it for originally. Just bought some more '07 leaps.

Regards,

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