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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: KeithDust2000 who wrote (149117)1/26/2005 11:35:44 AM
From: eracerRead Replies (1) of 275872
 
Re: INTEL should have the "mainstream" volume market for dual-core all for themselves this year, unless AMD changes their strategy and production plans.

And that potential problem extends through most of 2006 as well. It looks like AMD dual core desktop will remain at 90-nm through most of 2006. Intel is scheduled to move to 65-nm with Presler in Q1 2006. This will give Intel even more flexibility in producing mainstream dual core desktop CPUs. Any Preslers in the same frequency range as Smithfield (2.8-3.2GHz) will probably see TDP lowered to 100W or less. The alternative is pushing up the clock speed while remaining in the current 130W envelope.

Anandtech claims in their latest Intel desktop roadmap article that Presler will have dual 2MB L2 caches instead of the current 1MB L2 cache. Even with a total of 4MB L2 cache Presler should be 150 mm^2 or less. The article also mentions 1066MHz FSB for dual core Xeon which I guess would be featured in Presler as well. More cache and a faster FSB should help Intel's dual core CPUs a fair amount given the curent bus limitations with dual core.

While Presler may not be able to reach Windsor or even Toledo in performance Intel will certainly have the potential to dwarf AMD's dual core desktop sales far more than they do currently in single core desktop sales.
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