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

To: Dan3 who wrote (162470)	6/27/2005 1:20:04 PM
From: Rink	Read Replies (3) \| Respond to of 275872

Dan, that's not entirely true. re: A 64-bit core has twice the number of high speed / high power transistors as a 32 bit core. Not true. The term "64b core" relates to 64b integer part of the cpu only. So high performance / high power FP transistors are not effected. re: Intel can't make a 64-bit Dothan, not even a derivative a year from now, because it would use too much power - they've flat out stated that. The can and they will. Simplified here's how: Yonah is a dual core dothan. Merom is a 64b Yonah. You see: It takes YEARS from requirements to production. It really does. The primary reason why Intels 64b mobile solution is late is because of management failure to give the go-ahead for the right set of requirements (being a 64b Dothan), plus the fact that it takes years before start of production. You might very well be right though about the "not even a year from now" part though because Merom is only due H2 06, but I think you're wrong that the primary reason why we don't see a 64b Dothan now is power-related. re: AMD has been seeing win after win for its 64-bit mobile chips True for Turion (much more than it was for mobile A64). It's only normal though that Yonah (like Banias and Dothan) will get a multitude more of design wins because, at the time of introduction, unmatched performance per watt, and because of marketing. It does not mean that Turion disappears when Yonah is introduced, just that it'll face a competition from a MUCH better performing Intel mobile processor, especially where it concerns multi-threaded 32b apps (about all desktop apps that are multi-threaded are 32b-only at the moment, and that might well only change when the Merom and Conroe derivatives from Yonah are introduced because they are introduced). Regards, Rink

To: Dan3 who wrote (162470)	6/27/2005 2:07:31 PM
From: Buckwheat	Respond to of 275872

[RE: AMD can do what Intel can't in the mobile segment,] I wonder sometimes if it's really that "AMD chooses to do what Intel doesn't want to do" as opposed to "what Intel can't do". Seems to me that Intel is willing to spend zillions on a long shot that might bring them something that is valuable and impossible to copy (Itanic without x86 technology agreements), but they are unwilling to sink much in a "me too" technology that offers few barriers to entry. I think Intel will continue to play down x64 until the very last moment before applications begin to arrive. The mobile platform is their last toe hold with 32bits and they will continue to cling to it in hopes of some other more appealing differentiator or an outright break through in some other compelling technology that offers few or no competitive entries through the x86 technologies. I wonder if they (Intel) will try again with Itanic or something similar on the mobile platform. It's amazing what kinds of wild research and risks one can undertake when they have zillions in cash.