[As a result, AMD has a little more flexibility to boost the speed on its chips.] It gives the end-user a quick 10% boost to performance with very little effort, ... You drop in a new one and the thing runs faster. |
After the second half of the year, the race between them to consume less power will get a lot closer. |
AMD is clearly ahead on performance and per-watt power advantages, which more and more customers are sensitive to. And for the first half of this year at least, AMD's lead in these categories will accelerate. |
AMD will face tougher competition once Intel moves to the new architecture. But it's far too soon to be able to predict who's going to be ahead 18 months from now. |
AMD's performance advantage is going to narrow in the next 6 months, and it may even reverse. |
As I look at Intel's product line-up versus AMD, it's clear that Intel is weakest in servers and strongest in notebooks. So from that standpoint I can see why Intel would want to create an impression that says they are closing that gap. |
As I look at Intel's product lineup versus AMD, it's clear that Intel is weakest in servers and strongest in notebooks. So from that standpoint I can see why Intel would want to create an impression that says they are closing that gap. |
As soon as you let up, even for a quarter or two, you're in trouble. |
Based on what Intel said in December in their mid quarter update, they should know what's going on, so it's a real shock when they can't forecast four weeks in advance. That should be a slam dunk. |
But here the performance per watt is dramatically better than the industry standard and that to me is an adequate motivation to consider Sun. The cores themselves may not be very elegant, but what's relevant here is whether they'll do the job companies need them to do. From what I've seen Sun plans to deliver that. |
Clearly this is a prerequisite for AMD to have any success in the entry-level server market, ... If you look at that particular segment, although Linux is gaining some momentum, the vast preponderance of servers are running with Windows. |
Clearly this is a prerequisite for AMD to have any success in the entry-level server market. If you look at that particular segment, although Linux is gaining some momentum, the vast preponderance of servers are running with Windows. |
CMOS allows high-density chips the size of a postage stamp to be cooled without exotic techniques. Without low-power CMOS technology, microprocessors would run so hot that they would literally melt. |
Even two years out, I think what P.A. Semi brings out will be impressive because very few companies have focused on high performance and low power for less heat, and fewer still have focused on using the PowerPC architecture with all the software that's evolved for that, |
Even two years out, I think what P.A. Semi brings out will be impressive because very few companies have focused on high performance and low power for less heat, and fewer still have focused on using the PowerPC architecture with all the software that's evolved for that. |