re: 1 is not an issue, as Core2 has a large IPC advantage
Only 1/3 of the Intel's chips being sold at end of year will be Core2
AND
What does Joe Sixpack know about IPC? He see's dual core AMD machines and dual core Intel machines. Half the Intel machines are P4s with impressive-sounding 3.X GHz CPUs, but then he sees the AMD machines with numbers from 3800+ to 5000+. In the corner there's a few newer Intel models, with a weird numbering scheme for their CPUs. So the salesman tells them that they are 2.13 GHz and 2.26 GHz. "How many GHz are those AMD machines?"
"Oh, they're 2.2 and 2.4 GHz."
"OK, give me one of them."
And, BTW, the salesman will not be trying too hard to sell the Core 2 machines, because his boss has told him to get rid of the P4s.
2 completely misses the fact that CPUs are produced with a distribution of bins, and it is not merely about where the high-end is, but where the sweet-spot is. Intel's Core2 performance sweet-spot will be AMD's cherry-picking high-end
Only 1/3 of the Intel's chips being sold at end of year will be Core2
3 -- no one is calling for a segment-based price war, but rather an overall performance-based "war". And see (2): AMD may have capacity to produce low-end parts, but what about the mid-to-high-end?
Only 1/3 of the Intel's chips being sold at end of year will be Core2
By the time Windows Vista ships to OEMs, 2/3 of the notebook chips Intel is shipping will be incapable of running it in 64-bit mode. Which chip do YOU think OEMs will want to buy?
If 1/3 of the chips INTEL is selling on 12/31 are Core 2, then only 1/3 of the PCs than OEMs sell in February 2007 will be Core 2.
Petz |
