Replies to post #78988 on Intel Corp (INTC)

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Re: I think this point has been lost by most people - Intel has OUT-FUSIONED AMD.

This is very important for Intel's ability to compete with ARM in the ultra low power space - a segment where AMD isn't even in the same ballpark. Moorestown should be very competitive, but still not especially better than ARM. Intel ought to vault ahead when it comes to their 2010-11 SoC Atom part, but the 2-chip Moorestown solution seems like it will take a big step forward to platform power parity, at least on anything smart phone and larger.

Meanwhile, in the mainstream PC space, don't forget that Intel will beat AMD to on-package graphics with 32nm Westmere mainstream products, called Arrandale and Clarkdale. These will offer graphics that are far more energy efficient due to integration, and AMD Fusion is a year late to this inflection point as well.

It's also quite likely that by Intel's next tock, called Sandy Bridge, Intel will have fully monolithic integration of graphics, all in time for Fusion, giving AMD no window in which to claim "First mainstream x86 with native graphics".

Of course, to the "technology (Intel-hating) press", Intel is simply pro-actively copying AMD, but forget about the logic required for this to make sense....