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

To: tpcong who wrote (243069)	10/30/2007 10:46:43 PM
From: graphicsguru	Read Replies (1) \| Respond to of 275872

IMO Intel will have a hard time competing with AMD at the same process node especially with the challenges they face with this new arc. Just like Intel had a really hard time when AMD finally caught up to the same process node and started shipping 65nm. Just like the severe teething pains Intel had when introducing the brand-new core II architecture. NOT Have you noticed that AMD gets less performance on 65nm than 90nm for the same design? New process nodes don't seem to make very much difference in performance these days. New designs enabled by them do. So which company is going to have a significantly new design available on 45nm? Hmmmm. I think that would be Intel. And which company has a recent record of making impressive performance gains with new architectures? I think that would be Intel. Oh, and when AMD and Intel are both shipping 45nm in H2'08, which company will have Hi-K and metal gates in their process? I think that would be Intel. tpcong, I think you're very mistaken . . . .

To: tpcong who wrote (243069)	10/31/2007 9:38:22 AM
From: smooth2o	Read Replies (1) \| Respond to of 275872

re: IMO Intel will have a hard time competing with AMD at the same process node especially with the challenges they face with this new arc. Except for one thing. Apparently, you have not been keeping up with the reviews on power that Intel's 45nm has been producing. AMD's 45nm process is simply a shrink of their 65nm process that will not produce higher speeds or lower power (just more chips). This, from the IEEE paper from Mark Bohr (see the Intel/SI board): The invention of high-k plus metal gate transistors was an important breakthrough. Although we could have continued to shrink transistors to fit the dimensions needed for the 45-nm generation without this breakthrough, those transistors would not have worked much better than their predecessors, and they certainly would have expended more watts. We're confident this new transistor can be scaled further, and development is already well under way on our next-generation 32-nm transistors using an improved version of high-k plus metal gate technology. Whether this type of transistor structure will continue to scale to the next two generations—22 nm and 16 nm—is a question for the future. Will we need new materials and new structures again? On the second point, I think you would be wrong to base any decisions on Intel not implementing a memory controller (old hat), nor their new serial links, nor a new uP architecture... Smooth