you...
simply not as big an issue as AMD partisans like to make it
out to be, especially for PCs. The Yonah stomps all over dual
channel K8 products in SPECint and SPECint_rate at the same
clock rate using a 667 MHz FSB. NGA based chips will do the
same if not better but over FP and SIMD intensive workloads
too and at higher frequencies.
me...
All I've heard for the last couple of years from the INTC fans is that INTC will soon be stomping all over AMD products and it hasn't happened yet, so forgive me it I don't panic.
Anyway, AMD now has such a head of steam that it seems likely 06 will turn out to be the best year AMD has ever had, something the market seems to like, so I expect AMD's price appreciation to continue throughout the year.
In any case, should INTC's NGA products, at some time, prove superior enough to take back mind share and maybe market share, there should be plenty of time to react before the effects show up in the markets and AMD’s bottom line.
One thing I've been wondering about; given all the press INTC has been putting out about NGA, just what effect is this having on current sales? There seem to be more and more things being posted about excess INTC inventory being pushed into the channels at a time when AMD is sold out and only starting to recover from rather severe capacity problems. Under those circumstances one would think INTC would have no problems selling into the current market, yet those nasty rumors of lack of demand continue to persist.
One can only speculate on what effect AMD’s additional capacity will have on INTC’s Osborned products over the next couple of quarters. But, given the mind share gains AMD has accumulated and the increasing OEM support for its’ chips, it’s hard to see anything but a couple of very difficult quarters for INTC ahead.
AI
