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If Intel's 90nm chips have little advantage over their 130nm chips, then I am inclined to agree with you, but so far, I see you and others already declare leadership to Opteron without even considering what Intel has on the roadmap between now and 2005. We know very little about how Prescott and Dothan will perform. I find it hard to believe they will have nothing to offer.
Well. Starting from the last one: Sure, Dothan and Prescott will perform better than their predecessors. Not sure its little advantage or lil bit more than little. But thats beside the (my) point. My point is AMD seems to have a two years-opportunity to establish a position with its 64/32-bit USP products without being crunched by means of dual-core CPUs.
As for you and others already declare leadership to Opteron without even considering what Intel has on the roadmap between now and 2005
Leadership would require all tier-one selling it. Cannot happen anytime soon. Even if DELL would consider that, AMD would not be able to deliver volume for DELL. Not this year and not next year. 2005 - eventually. But not without additional capacities.
K.
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