[edited 2.] @Combjelly - 65nm
In the last time, the discussion always went to the price and/
or performance side, especially with non introduced parts. ;-)
Am I the only one who thinks about production volume? I'm not
sure, when AMD turned the X2 knob to the right, but I don't
have "bad feelings" when it comes to the new price structure,
I have more "fear", that AMD cannot ship all the additional
demand which will come in the next time. Some posters think
that with NGA, AMD CPU demand will be "halted", I'm sure just
the opposite will occur ...
Edit:
Just to add this to the comment above. Up to date (as said)
I couldn't see big shortages overall. A64 supply is looking
EXTREMLY healthy on 939 and AM2. Semprons look good, some
shortages here or there, nothing special. X2 on 939 looks best
I have seen for months. AM2 X2 is good on some modells,
especially 512KB parts, 1MB parts practical non-existant yet, 5000+ nothing yet.
So either demand isn't that great and/or AMD has produced
more (think of FAB36!).
Edit2:
All (analysts) seem to speak about the market in general and
mostly come up with conclusions from Intel comments. So when
Intel is short, AMD has to be short too ... So when the
market is down e.g. 300Mio. more than expected, why couldn't
it be -400Mio. for Intel and +100Mio. for AMD? I'm not saying
its that very likely, but who knows and the press is heavily
one-sided.
BUGGI |
