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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: KeithDust2000 who wrote (149117)	1/26/2005 11:35:44 AM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: INTEL should have the "mainstream" volume market for dual-core all for themselves this year, unless AMD changes their strategy and production plans. And that potential problem extends through most of 2006 as well. It looks like AMD dual core desktop will remain at 90-nm through most of 2006. Intel is scheduled to move to 65-nm with Presler in Q1 2006. This will give Intel even more flexibility in producing mainstream dual core desktop CPUs. Any Preslers in the same frequency range as Smithfield (2.8-3.2GHz) will probably see TDP lowered to 100W or less. The alternative is pushing up the clock speed while remaining in the current 130W envelope. Anandtech claims in their latest Intel desktop roadmap article that Presler will have dual 2MB L2 caches instead of the current 1MB L2 cache. Even with a total of 4MB L2 cache Presler should be 150 mm^2 or less. The article also mentions 1066MHz FSB for dual core Xeon which I guess would be featured in Presler as well. More cache and a faster FSB should help Intel's dual core CPUs a fair amount given the curent bus limitations with dual core. While Presler may not be able to reach Windsor or even Toledo in performance Intel will certainly have the potential to dwarf AMD's dual core desktop sales far more than they do currently in single core desktop sales.

To: KeithDust2000 who wrote (149117)	1/26/2005 11:47:06 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Keith, While it would be nice to have both 2x1MB and 2x512K on desktop, AMD needs to set priorities, and I think server is the highest priority. Given all the configuration of number of cores and cache sizes, 2x512KB is just another model that can be brought out anytime AMD puts some resources on it. 2x512 configuration would be only a little north of Newcastle, so it should is not impossible to see AMD move these closer to mainstream (<< $800), if necessary. Joe

To: KeithDust2000 who wrote (149117)	1/26/2005 12:21:10 PM
From: kpf	Respond to of 275872

Keith From a process point of view, I would expect more than one offering of Toledo in Desktopspace. Probably three models for a start of a DX-line. The lowest one within the range rumoured Smithfield prices. A four-digit pricetag for the highest one would not surprise me. K.

To: KeithDust2000 who wrote (149117)	1/26/2005 12:34:04 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

RE:"INTEL should have the "mainstream" volume market for dual-core all for themselves this year, unless AMD changes their strategy and production plans. I understand that many are pessimistic about the potential market there this year, but I believe INTEL can make it take off in a reasonable and very profitable way." It all comes down to marketing and AMDs lack of it. IMHO. Everytime someone hears the Intel jingle on TV and sees the Intel logo it's lights out for AMD. Anyone remember "Mr. Subliminal" from Saturday Night Live? AMD needs badly to run the same kind of ads.