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

To: dougSF30 who wrote (218113)	11/30/2006 1:42:23 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Doug, Are you expecting a new core architecture from AMD in 2008, when Nehalem arrives? Please share this information. There is a "new core" on AMD roadmap, after K8L. Whether it arrives in 2008, before or after Nehalem is unclear. Joe

To: dougSF30 who wrote (218113)	11/30/2006 1:44:56 PM
From: Rink	Read Replies (1) \| Respond to of 275872

Fusion is end '08 / start '09 (might include completely redesigned cpu cores too in addition to graphic derived ones). 45nm is scheduled for summer '08. We have no date for HTT4.0 that I know of yet. I think the above things are just as much up in the air as Nehalem and CSI. Regards, Rink

To: dougSF30 who wrote (218113)	11/30/2006 1:49:25 PM
From: jspeed	Read Replies (2) \| Respond to of 275872

AMD will not have a follow up core after K8L They won't? Hmm that's interesting. I wonder how the 2008 core is going to magically increase IPC as shown in this slide then? epscontest.com

To: dougSF30 who wrote (218113)	11/30/2006 2:12:23 PM
From: NicoV	Read Replies (5) \| Respond to of 275872

Re: new architecture. As time goes by, I seriously doubt that new core architectures will be dramatically better than the old architectures. All the easy stuff has been tried and implemented (HT, multi cores) or scrapped (P4 net burst, hyperthreading). Commoditisation is the real technology driver here. It used to be that a large part of the price of a PC was caused by the silicon. As the silicon gets cheaper, the other costs become more important. I remember the days the $1000 dollar PC was ridiculed, and maybe nowadays power users ridicule the 500 dollar PC's performance. We're reaching the point where a decent keyboard is more expensive than a decent CPU. A decent HDMI cable costs more than a decent CPU. This weeks Aldi PC costs 799 euro VAT in. That's 660 euro ex VAT. For this price, you get an E6300, 1GB RAM, 320 GB disk, a 7650GS video card with 256MB Ram, Windows XP Media Center, free upgrade to Vista Home Premium, a DVB-T card, multimedia speakers, wireless mouse and keyboard, remote control, a bunch of bundled software etc. This is more than what 95% of the PC users need. The winner of the CPU wars of the coming years will be the lowest cost producer, i.e. the one that can build a decent product at the lowest cost. This is where Intel still has a lot to do. Historically, Intel has exited all commodity markts (e.g. RAM). Intel is losing the price war with AMD they started themselves because of AMD's focus on low cost producing. 2008 will not be about Intel's new core microarchitecture, it'll be about AMD's Fusion project, a product built to excel in a commodity market.