Replies to post #37779 on Intel Corp (INTC)

[Golfbum]

all this babble about die size and process leveling ignores the fact that smart people are continuing to work on architectural improvements and integration opportunities.

i don't expect any slowdown in what can be achieved and i don't expect average die sizes to get smaller either.

this kind of talk comes around periodically, most often when amd is down and its fans are hoping for the next saving grace.

ain't gonna happen, and amd has a mountain of debt this time around. they have yet to ramp 65nm in fab36 and will have not started converting fab30 by the time inlel starts shipping 45nm for revenue. their cash position may force them to stall the fab30 conversion which will put them at a severe disadvantage.

gb

[kpf]

Sarmad

If AMD's retardation increases to 2 years (from the current 1.2 years), wouldn't that be a key disadvantage ? maybe fatal?

Rough seas ahead. Tough ride for AMD. As long as it continues to find supporters for its mission, they will survive the storm. Captain and crew are stormproved.

Yes, the question is when ? Is that next year (at 45 nm).
is it in 4 years (32 nm) ?
in 9 yrs (22 nm) ?

Interesting. Not sure you were aware what you scribbled down here: A very very long 32nm-node. Actually, that's about what i see as well. :)

K.