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Dan3

12/14/05 6:12 AM

#23124 RE: tecate #23109

Re: Pointers please

To which? If you've been following the two companies you likely knew most of it. AMD is retiring debt with an IPO of spansion this quarter while Intel is borrowing $1.4 Billion.

There's also the interesting note that Intel says it will pass AMD - in 2008. Which is hard to take as meaning anything other than they won't pass AMD before then. In other words Intel expects AMD to be ahead for the next two years.... and that's a long, long, time in this business when AMD is rapidly expanding capacity.

Intel's CSI high-speed serial interconnect was first meant to appear in a Xeon chip code-named Whitefield. That processor, however, met an untimely death as Intel India mucked up the CSI implementation and forced Intel to rework its plans. As of last check, Intel will now introduce CSI in the Tukwila version of Itanium due out in 2008.

Our sources indicate that an inexperienced Indian staff and not the technology itself was to blame for the Whitefield CSI miss. Intel has been telling customers that CSI will deliver all of the benefits of Hypertransport. And it will be found on chips with integrated memory controllers, putting Intel back on par with AMD.

http://www.theregister.co.uk/2005/12/12/intel_csi_low/