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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST

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To: mas_ who wrote (255261)8/5/2008 5:03:53 PM
From: wbmwRead Replies (1) of 275872
 
Re: They will not buy an Atom at the same price because it is inferior in performance and laptop Performance/W.

Everything I've seen leads me to believe that Atom is vastly *superior* in laptop performance/watt. But clearly, on the desktop reviews have been fairly negative. Of course, if it takes a 25.0W Nano to beat a 4.0W Atom desktop chip by 20-30%, you could call that impressive if you want, but to me I'd be completely surprised if VIA couldn't beat an in-order design from Intel, while dissipating >6x more power under load.

If it were really an apples to apples comparison, you may not expect a 5.0W Nano, which is 45% lower in frequency, but much closer in power, to still come with higher performance. And in mobile, the Atom still runs at 1.6GHz, but only dissipates 2.5W TDP power. I would expect the actual performance/watt measurements to show Atom being >2x better than Nano, at least as far as the socket. Actual system level power and performance should favor Atom at low power points as well.

Relative to AMD and Sempron, your statement assumes the same price, but I think vendors will be offering Atom based laptops at lower prices, and with equivalent feature sets compared to some Sempron based systems, and one should expect a certain level of arbitrage, even with Sempron offering better absolute performance.
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