So far the bottom line has not shown a huge advantage for Intel in terms of total cost, as their early advantages on the new process are balanced by its high cost and low yields.
Bull.
weren't around for the .13 or 90nm shrinks which were pretty much exactly as disappointing as this one.
Sorry, not true. This one is more disappointing. 90nm achieved an area 58% the size of 130nm. AMD's 65nm parts are ~68% the size of 90nm. More importantly, AMD's 130nm & 90nm K8 experience had the benefit of Intel trailing on core design. No longer, now the roles are reversed, and so AMD cannot afford to be a year+ late on process transitions, because they have no design advantage. (In fact, a design deficit currently.) AMD may close the IPC gap on average with Barcelona, only to see Intel extend their clock advantage with 45nm parts, and then, in 2008, introduce an even better architecture, removing any IMC advantage of AMD's parts, while AMD no doubt pushes back their 45nm process to at best EOY 2008.
After all the bruises and humiliation of owning this stock for ten years it is really frustrating to take grief because
You appear to be investing with your emotions... a dangerous practice, that. |
