quote: Then amd needs to build quite a few more fabs. Even if they gained majority market share, they couldn't supply it
quote: Without competition you will be paying 2 grand for high end cpu's and 1k plus for video cards in very very short order
quote: EXCESS of competition & LACK of competition is BAD
quote: asset light is code word for the company moving toward more of a "fabless" model of doing business in which computer chip companies outsource their manufacturing to factories called foundries, many of which are located in Asia.
quote: "more architectural change" & "would get them out faster than one a year"
quote: 45-55% split would obviously be ideal
quote: Asset Light...This model frees up a lot of resources for both the companies(AMD/Intel),enabling them divert these resources to more essential/crucial areas namely R&D
quote: Higher quality products & lower prices is an incentive or motivator for buyers/users/consumers to UPGRADE
quote: and remember that those who waited are still guaranteed customers at some point.
quote: IBM road plan is worth reading about
quote: In moving OEMs from dual-core to quad-core machines, AMD is using the same no-design-change strategy as its move from single-core to dual-core several years ago. Manufacturers only need to change the BIOS on new machines. Barcelona will fit into the same socket as the older chips. "There's a very low resistance path to adoption," Allen said.
quote: Same SOCKET but a different BIOS.
quote: Whatever the terminology,the whole point is "Quality"
quote: but are these older AM2 boards going to severly cripple the performance of Stars processors?
quote: Maybe i am missunderstood but what im reading is that if i want a quad core AMD i need yet another new socket
quote: Intel did that last year and paid for it with horrible quarter figures until they actually launched C2D.
quote: AMD has told that "K10" ramp will be relatively slow
quote: Horrible means >$1B profits per quarter?
quote: Wrong. They said ramp (sales) would be low
quote: It's logical that AMD will sell majority of initial K10 shipments for server market. Which means that if server ramp is relatively slow, desktop ramp will not be fast either
quote: No they didn't...they said that PROFIT from K10 would be slow. They don't expect K10 to make a big dent in the bottom line till early 08...
quote: Yes...if you view that as a return on investment.
quote: how can the volume be high if the revenues/profit will be low
quote: Intel has very high margins, which means very high return on investment
quote: The moral of the story is that AMD is the ultimate copier of Intel
quote: Intel was also first to use an integrated memory controller contrary to what you seem to believe, but thats another story
quote: Have you ever heard of Nicolas Joseph Cugnot? You should have since every car made (according to your theory) "copied" him... He invented the first automobile (it was steam powered). So just how relevant is that to Team Ferrari??
quote: They kept CPU prices down during the days of the athlon XP. but a64 was always priced very close to P4
quote: Intel made AMD, dont forget that
quote: why is intel dropping their quad 6600 to 266 price point before agena hits the streets its because its going to kick your cd2 ...
quote: Tigerton is a bigger jump from Tulsa then Barcelona is over Santa Rosa, so Intel will be pretty much closing the gap, rather then falling too much behind