Replies to post #28229 on Advanced Micro Devices Inc (AMD)

[dougSF30]

AMD still does not have a credible competitor to Banias, let alone Dothan, so Intel could be delaying Dothan to ramp Prescott.

I think Dublin is a more than credible competitor, don't you?

Doug

[j3pflynn]

wbmw - re:"However, you are confusing the topic by claiming that SOI is letting AMD gain back share. This isn't true.

AMD's next generation processor interconnect and integrated memory controller are responsible for their gains in the server market."

While it may not be true for now, if Intel doesn't solve their power problems pretty quickly, it will be.
Paul

[Dan3]

Re: AMD still does not have a credible competitor to Banias, let alone Dothan

Bull. Just looking at Fujitsu's S2000 and Averatec's thin&light shows that while they may have gotten very few wins, so far, they've been fielding a competitive chip for quite a while.

Meanwhile Intel really doesn't have a credible competitor to Athlon 64 HE.

you are confusing the topic by claiming that SOI is letting AMD gain back share. This isn't true.

SOI obviously needs a design and a FAB to go with it, but absent its SOI process AMD would not have been able to crush Intel's strategic plans.

Thanks in major part to its SOI process, AMD's "Operation Crush" has succeeded in destroying Intel's CPU entire strategic program and Intel is reduced to scrambling to put together clones of AMD's product lines as a result.

That sounds like hyperbole, but, if you'll think about it honestly, amazing though it may be, it is the truth!