Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.45

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Dec 11 3:59 PM EST

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To: ChrisBBo who wrote (210731)	9/12/2006 7:30:39 PM
From: inex	Read Replies (3) of 275872

Finally, for many tasks, an improved CPU is the answer. I view the IP and technology that ATI will provide as being the answer to the "improved CPU" problem. However, I don't necessarily subscribe to the view that a better core is the only way to a better CPU. One could certainly conceive of an AMD chip much like IBM's Cell processor in which the Opteron would replace the Power core and modified GPU cores would provide the floating point muscle. I recall that it was just this type of Asymetric Cores that AMD presented as a benefit of Hypertransport. I guess part of our disagreement stems from what each of us perceives as the goal of the ATI acquisition. I do not see the ATI acquisition as only a way to build better low end CPU's. I see it as a means of bringing in house the piece of the puzzle that has been missing. Nvidia and ATI had no incentive to work with AMD in order to bring the GPU on die. The additional costs to maintain two separate designs were probably the deal breakers. However, bringing the GPU on die IMHO will ultimately kill the discrete GPU market. On top of this, ATI already has the IP needed to utilize a GPU as a physics coprocessor. Imagine being able to balance the # of CPU/GPU cores in a Quad core processor in such a way as to maximize gaming performance(2 CPU/2 GPU). Rebalance to get a CPU that is ideal for the scientific community (1 CPU/1 GPU/2 Coprocessors). Another quick shuffle and you get the ideal business class PC (3 CPU/1 GPU). This type of flexibility is not presently possible at Intel and could prove to be their undoing. The more I think about the ATI acquisition, the more I like it. This IMHO is just as radical as anything that Jerry did and could possibly turn out to be brilliant... Only time will tell. I believe that this is where AMD is headed.

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