Good Points. Trading low-end processor volume for high ASP reduced processor volume was another one of those great management decisions Hector is becoming famous for. Now if 90nm allows AMD to increase the volume of high-end processor sales AMD will be in pig heaven.
I have this feeling that A64 acceptance will happen quickly once it starts. I’m just not sure what the implementers will be that causes the market acceptance. A number of things could cause the transition including the move to 90nm and the NewCastle processor, or the 939-pin chipset, or the availability of an MS OS. In the end it will probably turn out to be something more mundane like an OEM’s (HP?) getting behind AMD64 in the retail market.
Anyway, it continues to look like things are going AMD’s way, for the time being.
News 
Market Data 
Discover 
