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

To: j3pflynn who wrote (213662)	10/16/2006 9:11:37 AM
From: jspeed	Respond to of 275872

There just isn't enough space, not to mention GPU-style high performance memory access. Here's what makes sense to me: A. mainstream desktops/laptops - Dual Core CPU + low-end discrete capabilities on-chip. This would be better and cheaper than all platforms which currently use integrated (w/ chipset)graphics. It should also be competitive with all mainstream w/ low end discrete cards. B. HPC servers/workstations - Quad Core CPU + stream computing. Basically everyone that wants stream computing and is willing to pay a premium. You have to make a big, low yield chip, but you have pricing power. C. Gaming machines - on-chip CPU-GPU should be better performance-wise than any discrete graphics system. Dual core/4x2 should address the entire gaming market. Yields should be on a par w/QC chips @45nm. Once you do "A", you should have a lot of design leverage on B&C.