Replies to post #41191 on Advanced Micro Devices Inc (AMD)

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UPC, Re: Actually, you didn't mention fusing until several posts after the misleading one.

If you thought I was unclear, then you should have asked me what I meant, rather than suggesting that I am being misleading. Misleading implies dishonesty, and that's a good way to start a flame war with most people. It's a waste of my time to bicker back and forth, or to educate you on social graces, so let's leave this stuff out of our discussions from now on. I think that's only fair, assuming that the objective here is to have an investment discussion. Otherwise, I will have to assume your objective is something else.

Re: that one will have XD, but probably not EM64T, unless Intel changes their public position regarding EMT64 activation timing outside the server/workstation segment.

Companies will frequently make comments on when they think certain technologies will align with market demand, and sometimes they are wrong. If Intel enables 64-bits on the desktop far sooner than some Intel execs have implied, then it wouldn't be the first time they were wrong, and it doesn't really make much of a difference. EM64T will find its way in Prescott whenever Intel starts feeling market pressure from AMD. It's in Nocona, so it won't take much to turn it on in Prescott. Personally, I think the 720J, or whatever the Prescott Extreme Edition is called, is a good time to enable the technology, but Intel may or may not agree with me.

Re: And that chip may well have slipped into Q1-- An Intel spokesman said larger cache, faster FSB parts were coming NEXT YEAR, on Friday. Now, that doesn't explicitly rule out their arrival this year, but I expect the old 130nm EE stuff on 775 is more likely for this year than a new 90nm Prescott.

Maybe you're right, but assuming you are, what is the consequence? We know exactly what kind of performance and power Prescott has, so it's no surprise to us that Prescott has not ramped to all the different market segments. If anything, though, 90nm parts will be cheaper for Intel than 130nm Gallatin cores with 2MB of L3 cache. Probably a lot cheaper, so it's still in their best interest to transition to the Prescott core sooner.