A couple comments, Albert:
We believe AMD's average speed distribution, at slightly over 800MHz, is currently running ahead of Intel's, which we figure is about 750MHz.
Is AMD producing anything under 800mhz for Dresden T-birds now? Pricewatch lists down to 700, but Durons go to 750, I thought they didn't overlap in current production.
Intel is shipping 1GHz PIIIs, but not in the kinds of volumes, at least as a percentage of total unit output, that AMD is putting out. We figure AMD is producing on a quarterly run rate at least one million 1GHz-plus units currently, which is about 15% of output. On the other hand, that speed grade it is probably less than 5% of Intel's total output.
A million processors/month would be 15% of next quarter's projected output; it'd be 25% or so applied to this quarter's rate. Then there's the Dresden vs. Austin issue. On the other hand, if Intel were producing as much as 4% ghz parts, that'd be a million a quarter too. Less can mean many things, I'd guess less doesn't mean close in this case.
Cheers, Dan. |
