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To: Bill Harmond who wrote (26889)	1/13/2006 11:38:35 AM
From: Harvey Allen	Read Replies (3) \| Respond to of 57684

I just bought AMD @ 33.45. The reasoning being Deutche analysis is incorrect. Intel will not be competitive as they expect. I base that on a comparison between AMD's top of the line and Intel's top of the line: The FX-60 is really just a multiplier unlocked 2.6GHz Athlon 64 X2. It is still a 90nm processor and there are no architectural changes that we've been made aware of or have been able to find on our own. We stress the point that it is still a 90nm chip because of the fact that its closest competitor, the Pentium Extreme Edition 955, just debuted on Intel's 65nm process. Because Intel is on a smaller manufacturing process, they can cram more transistors into a smaller space. So although the Pentium EE 955 is a 376-million transistor chip, they only take up 162 mm2 of space. The Athlon 64 FX-60 by comparison is a 233-million transistor chip, but its die is a larger 199 mm2. The move to 65nm for AMD should cut the die size roughly in half assuming no architectural changes, but until then, Intel will at least have the manufacturing advantage. You shouldn't, however, assume that the smaller, cooler running manufacturing process will result in a power advantage for Intel. The problem is that those 376 million transistors are used to build a beast of a chip with a 31-stage pipeline, so power consumption is still actually higher on the Extreme Edition than on AMD's fastest dual core: anandtech.com AMD might be overpriced but not on the basis of Intel's competitiveness.