Advanced Micro Devices Inc (AMD)

[kpf]

WT

Ok, I like your style, to begin with.

I think given the transistor count that is not possible. Yonah has 151.6 million transistors, only 11.6 million more than Dothan with the same amount of cache. And they have to put a whole second core in there ;). I can see how they can do that with a little optimization in the caches here and there, but not while also packing both cores with a ton of new features at the same time.

Good approach, imo. Two suggestions to follow on it:
1. Take Dothans and Yonah's diesizes into account.
2. You will hardly catch Intel with a lie. You can believe what they say. But you should always have Andy Grove's "only the paranoid survive" in mind when listening to what they say. In this case, they say Yonah has soandsomuch transistors. They don't say whether it is the physical transistors on the die or the transistors used for this particular product.

I believe your assessment has quite some support in what I hear out there. Mine is actually primarily based on the paradigm that i always have seen Intel doing what makes most money for them, and will likely continue to do so. But they might indeed feel the need to offer more than couple hundred million marketing campaign to hold the fort anytime soon and throw a billion or two on manufacturing next year.

K.