Charles - <And, for what it is worth, AMD is talking about revenue producing 180nm Athlons in Q4 just about the same time as CuMine introduction. The does not seem too favorable to the much vaunted Intel's process technology.>
We shall see. I believe Intel's .18 maybe something different than AMD's .18, in terms of volume, manufacturablity (yield), and device performance. AMD does not have a great track record at process transitions. Intel is already there. AMD is not, from what I understand.
I believe you read way too much in to the Coppermine delay, in terms of the severity of the problem, and Intel's ability to recover. Inversely, I believe you may be overly optimistic in terms of AMD's manufacturing, particularly regarding .18. JMHO. Also Coppermine performance, come to think of it, as I believe it will be a much closer horse race than you seem to believe. Anyway, JMHO, and I know your posts are JYHO, as you have indicated. But you seem to be doing a best case scenario for AMD, in conjunction with a worst case scenario for Intel. Most likely the truth lies in between our respective view points.
<One can take AMDs ability to execute with a grain of salt but man, that ain't strategy, that is just hoping that competition would continue to flounder.>
I can most assure you Sir Charles that this is not what Intel is doing. We are not sitting idly by. Although I must admit I am at the moment, sitting idly by, as I am on vacation :-). Good time for it.
PB |
