AMD's advantage
The value of the onboard memory controller and HT technology has been obvious for a long time, but the significance of those ideas just continues to grow, especially in the light of INTC's continuing problems in coming up with a competitive offering.
I only hope that the individuals involved in that huge step in processor development were suitably rewarded in last quarter’s distributions. I'm sure they were, but I wonder if Fred got his share?
One has to wonder just how protected those ideas must be given the rumored solutions INTC is coming up with. It sounds like AMD must have patented everything remotely relating to HT technology leaving INTC to reinvent the wheel in a manner that is probably suboptimal to AMD's solution.
It's becoming more and more obvious that connecting technology is where the big processor gains are going to be coming from as more and more specialized and general processors are hooked together. Aside; (It's beginning to sound more and more like the layout of the human brain? I wonder if there is some optimal design for thinking machines in this existence that we live in?)
Anyway, given AMD's lead and control of interconnect technology it's hard to see how INTC is going to catch up, ever. Especially when one looks at today's INTC in comparison to the company of the late 80s/90s. I don't know how it happened but clearly INTC just doesn't have the good stuff anymore. Clearly the company needs to be shaken up from top to bottom and that's something that will only occur after profits start their skid. So since that isn't likely to happen soon we're probably looking at 07, at the earliest, before the imperative arrives and changes occur.
All this dithering on the part of INTC is only going to be good for AMD stockholders. 06 should be a fabulous year.
