Jim claimed: AMD has had all the time in the world to invade intels Server and notebook territory but has been slow. It' looks like they may blow it yet.
Looks like you didnt read this excerpt from RealWorld Tech's March Report that takes an alternate view to yours
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It appears that at this time the slowest speed Athlon shipping to the retail channels is 1GHz, with a 900MHz Duron soon to appear. With the fastest PIII running at 1GHz and the P4 almost stuck at the gate, this is an almost surrealistic scenario for anyone who has been in the industry for more than a couple of years. Reportedly, dismal P4 sales have taken their toll on Intel revenues....
With little new coming out of Intel recently, all eyes seem to be focused on AMD. Much has been speculated about the delays of the Palomino, and what is might mean. AMD insists that there are no design or manufacturing issues, and if one can take that at face value there seems to only be one possible explanation left. This would be that AMD is controlling the pace of new introductions, and it is in their best interests to keep the pace much slower than it has been the past several years.
It also appears that AMD is feeling much more comfortable about their dominance of the desktop space, and has decided to focus more of their efforts on the mobile market. This would explain why the mobile Palomino and Morgan processors will appear before the desktop versions.. In fact, I would not be surprised to see a new AMD roadmap in the near future that reflects this mentality. Though the high-end server market provides a nice profit margin, the volume is relatively small, and it appears that AMD is being patient and methodical. If they can break into the mobile market in a significant way, there is much less pressure to do well immediately in the tough and conservative server market.
realworldtech.com |
