Replies to post #43738 on Advanced Micro Devices Inc (AMD)

[bobs10]

but they are well prepared for the change.
--Alan

Well they sure fooled me. I guess INTC was planning to let AMD take market share to keep the SEC off INTC's back? Yes, that must be it. Undoubtedly another stroke of genius by those paragons of business virtuosity Barrett and Otellini.

I would like to revisit this after the end of the year.

[CombJelly]

"do you think they did Banias JUST for mobile"

Yup. Otherwise why push BTX?

Ok, the Israeli team may have been dreaming about greater things than notebooks. But there isn't any sign that management was really behind anything else. Yeah, they were aware that there was potentially a problem, the speech you reference is an indication of that. But there has been concerns by some that fundamental limits to scaling in semiconductors are just around the corner. I remember reading in Electronics that we were approaching quantum limits on how small features can be on chips. And that industry magazine died, what, 20 years ago?

So I agree that Intel has been talking about potential problems for a while. I don't agree that management has taken those predictions to heart. If your timeline is correct, then we should have seen the results already. At a minimum, they should have been demonstrated at this IDF. They weren't. The clock is ticking.

You worked at Intel. How many parallel CPU development projects do you think they can support? We know that they are looking at Paxil, Dempsey, Yonah, Conroe and whatever is planned for Itanium post-Montecito. In addition, there are variants for all of these for servers, desktops and notebooks(it not being totally clear which of the previous fits in what category). Given what information Intel has released, these are very different development projects.

[fastpathguru]

Seriously, do you think they did Banias JUST for mobile, or because they predicted there might be some power problems down the road. When was gelsingers first "temperature of the sun" presentation? This has been a long term Intel plan for quite a while...I think the "transition" timing has always been a question, especially with the recent Tejas fiasco... but they are well prepared for the change.

So will Intel be prepared for an early '05 Windows XP64 release with an EM64T Banias/Dothan-derivative processor?

fpg