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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 255.96+2.3%Nov 5 3:59 PM EST

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To: tpcong who wrote (243069)10/30/2007 10:46:43 PM
From: graphicsguruRead Replies (1) of 275872
 
IMO Intel will have a hard time competing with AMD at the same process node especially with the challenges they face with this new arc.

Just like Intel had a really hard time when AMD finally caught up to the same process node and started shipping 65nm.

Just like the severe teething pains Intel had when introducing
the brand-new core II architecture.

*NOT*

Have you noticed that AMD gets *less* performance on 65nm
than 90nm for the same design?

New process nodes don't seem to make very much difference
in performance these days. New designs enabled by them do.

So which company is going to have a significantly new
design available on 45nm? Hmmmm. I think that would
be Intel. And which company has a recent record of
making impressive performance gains with new architectures?
I think that would be Intel.

Oh, and when AMD and Intel are both shipping 45nm in H2'08,
which company will have Hi-K and metal gates in their
process? I think that would be Intel.

tpcong, I think you're very mistaken . . . .
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