Replies to post #62236 on Intel Corp (INTC)

[Joey Smith]

re:The nice thing about these chips, is that just anybody can't do these chips. How much you wanna bet that there is a deign team at AMD that has been redirected to produce ATOM chips?


I think the key here is that ONLY Intel has the capability to produce MID/Smart Phone x86-based chips, at a low cost, performance, power, etc. AMD even said on their last call they may need to sell this part of their business...so its seems their strategy is all about integrated graphics, which is a loser strategy for many reasons. I believe in chess they use the term 'checkmate', which may be applicable to the Intel vs AMD battle...

I'm personally seeing the momentum with MID type devices. Several of my friends/colleagues refuse to dish out $500 for an iPhone because they want more business functionality in addition to mobility. They'll buy a MID.

[chipguy]

How much you wanna bet that there is a deign team at AMD that has been redirected to produce ATOM chips?

I doubt it but it would be good for Intel if they tried. The
perspective from inside AMD must feel like the little Dutch
boy but with dikes crumbling all around him and not nearly
enough fingers (or any other bodily appendages) to stick
in the holes to keep the cruel cold sea out.

[wbmw]

Re: How much you wanna bet that there is a deign team at AMD that has been redirected to produce ATOM chips?

It's called Bobcat, and it was mentioned extensively at one of the AMD Analyst Day events.

Of course, Intel's biggest strength in building Atom was the use of their High-K and Metal Gate 45nm process, something AMD doesn't have. Intel also put a lot of effort into micro-architecture to optimize for low power. I really don't see AMD having an advantage if they go with a simple me-too approach.