Advanced Micro Devices Inc (AMD)

[ChrisC_R]

Bob's, even Nathan agrees with you:

Ghost of Timna dead duck haunts Intel's futures

by INQUIRER staff: Wednesday 26 October 2005, 11:41

THAT NICE ANALYST CHAP Nathan Brookwood has made some comments about the u-turns Intel made last Monday.
While the first three paragraphs are complete Double Dutch to us as they mention someone called Casey Stengel who appears to play a game called rounders, Nathan gets into his stride about 64-bit Xeons and Itaniums soon enough.

He points out that Intel really really needs to have an on-chip memory controller, but, he says: "Intel's phobic reaction to on-chip memory controllers is somewhat understandable. Both of its earlier attempts to incorporate this technology in its processors (the 386-SL and the stillborn Timna) ended in disaster."

He also says Intel only sells a few hundred thousand Itanium processors and its "long term survival seems increasingly challenged".

He says that Intel won't be able to field a server processsor with an on board memory controller until 2009. And that, he says, means "little likelihood that Intel will be able to claim performance leadership." µ

http://www.theinquirer.net/?article=27237