Mr. Wolfe points out a blog post that takes a somewhat simplistic, but very interesting look at AMD's and Intel's past, present, and future. Certainly it outlines some facts that are obvious, but it is great to see the history laid out in a simplistic manner. This is worth your lunch time reading for sure.
From conservative stand point it could be that Hector Ruiz is confident that six month would not be enough to regain lost market share and regain momentum in the CPU market. And in about six month AMD will be shipping 65-nm versions of its current CPUs (e.g. Brisbane scheduled for December 2006) that would be as fast and as power efficient as Intel’s current 65-nm offerings (or perhaps 65-nm versions of AMD CPUs would be faster and even more power efficient than comparable Intel’s offerings). And then some time in 2007 AMD would release new chips built on its improved K8L micro-architecture that would surpass Intel’s Core design by many parameters.
There is no doubt that AMD is going to take an Intel beating over the next three quarters and the bad press from that will impact their market share for the next 18 months. But if they counterpunch with a well executed release of their next core technology, they are still very much in the race. The sad thing is, I just don't trust AMD to pull it off that smoothly. I hope I am wrong.
Posted by
Kyle 10:16 AM (CST)
![[H]ardOCP](/images/blank.gif){kind=small}
