Originally posted by Gene Clean
And AMD has a competitive product. Has a successor product that looks to be more competitive. It doesn't have the manufacturing capacity Intel has, but that speaks nothing of the actual quality of the chips that come out of AMD fabs.
A 2 GHz Yonah is about equal to a 2 GHz Athlon 64 X2 in performance, but at half the wattage. 65 nm manufacturing allows Intel to manufacture Yonah at higher clock rates, at lower watts than AMD can with Taylor at 90 nm. Ie, Intel will be able to ship 2.16/2.33 GHz Yonah chips in Q2 06 at about 35 W TDP while AMD will probably ship a 1.8 GHz part at about 35 W TDP. Ie, it's better quality.
No, I don't really see AMD competing for laptops until they move to 65 nm.
1H of 2006 is what I hear.
We will see. If AMD is truly able to, we would hear much more of it then we are. I'd be afraid that they can't ship in 2006.
AMD seems to have partnered with IBM, who do happen to have the capacity to produce more than a few low-voltage high-clock rate chips.
IBM doesn't produce any low-voltage high clock rate chips. They produce a lot of high wattage high clock chips (Xenon, Cell, 970), or even higher wattage lower clocked chips (Power5+). The so-called power-optimized 970fx chips are really just lower wattage really low clocked chips.
The best they have appear to be a 1.8 GHz 970fx at 37 Watts max and a 1.6 GHz 970fx at 21 Watts max. Somewhere between 1.6 to 2 GHz, the 970 architecture really begins to eat up power.
I'd be very curious at what wattage. I'd estimate a 2.2 GHz to be about 45 W TDP at 90 nm.
And you're understimating the company that just captured 20% of the market in both desktop and notebooks.
They moved from up from 16% to 19% in 2005. Impressive in the face of the 800 lb gorilla. But no, I don't think I'm underestimating them. The power will be in the fabs, smaller companies can't afford them by themselves anymore, and Intel has the money to move forward the quickest with other companies lagging further behind.
If Merom bombs like Prescott did, they Intel is in trouble. If it is successful, AMD will lose marketshare again. No one seems to be saying that Merom is not living up to expectations.