Replies to post #70332 on Advanced Micro Devices Inc (AMD)

[CombJelly]

"Worth reading"

I agree with this post to some extent. If Intel reaches and/or exceeds performance parity, then I don't see AMD increasing share much in those areas. Which basically leaves greater than 2 socket servers.

They still will have a big lead with respect to price performance. Processors of equivalent performance are likely to be be cheaper, and the chipsets are also cheaper. Factor in that the motherboards themselves are cheaper to build, and it is a win for the OEM. The P4-based toaster ovens will still have a disadvantage as far as power supply and cooling until they finally shuffle off this mortal coil, and that will be well into 2007 at the earliest.

[mas]

typical AMD fan wishful thinking post i thought. AMD is in for a hell of a fight later this year if NGA comes in around 3 GHz in quantity for dual-core parts. They will do well to hold on to their recent marketshare gains and their prices will drop if NGA is superior clock to clock. Luckily extra capacity may help to cushion the blow by having more being able to be sold at the lower price.