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

To: BUGGI-WO who wrote (236960)	7/24/2007 12:42:39 PM
From: wbmw	Respond to of 275872

Re: Is anyone here, how knows, what IGP performance Intel and/or Nvidia will have at the given timeframe, when AMD will be able to launch, if ever? So, it could and should be, that a Fusion product is better than a AMD CPU on an AMD IGP setup, but is that package also faster than the fastest Nvidia and/or Intel IGP setup at that future point? You should take that into account and I'm sure, that at least Nvidia will have a very compelling product on the shelfes even if that will consume a few more mm^2 - be prepared. Buggi, I think you are overanalyzing it. Sure, nVidia can have something better, but it will be hard for them to overcome the hurdle of a CPU that's sold with integrated graphics already included. What can they offer at this point that is much better...? I think by this time, nVidia will be out of the integrated graphics market. Re: I'm not sure, what Intel plans to do, but if they step up to much never nodes also on the chipset side, they will be able to do nice things. 65nm at 2008 is a safe bet, is Intel "able" to do 45nm for some "special" chipsets in 2008 already? Intel's chipsets are typically process N-1, so I would expect a 65nm MCM chipset part. Then again, who knows...? If it becomes important enough to compete with AMD, maybe they will do a 45nm chipset design.