DailyTech - Analysts Say AMD To Speed Past Intel in 2007

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IT Analysts Say AMD To Speed Past Intel in 2007
Tuan Nguyen (Blog) - January 31, 2006 12:33 PM

26 comment(s) - last by matthewfoley.. on Feb 7 at 9:27 AM

Analysts and investors begin favoring AMD over Intel thanks to excellent growth and products

Forbes is reporting that according to both technology advances and market share gains, AMD is expected to shoot past Intel in company performance and growth from now into 2007. AMD over the last couple of quarters has performed superbly, with good pricing and even better product offerings. Market share has risen significantly and even AMD's stock has jumped from about 36 points to 41 points within a week. Intel's price per share remains around 21 points.

Analysts are also predicting that Intel will not have the ability to catch up to AMD until Intel releases products on new 45nm fabrication processes, which isn't expected until 2008 claims Forbes. We reported earlier that AMD is transitioning its Fab 36 in Dresden to mass produce its next generation processors (both dual-core and quad-core) on a 65nm process. Intel on the other hand, has demonstrated that it has successfully started working on 45nm technology but its main production will be 65nm through to 2008.

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RE: Intel and 45 nano what a joke !

By Questar on 1/31/2006 12:57:11 PM , Rating: 1

Wow, you're such an idiot.

Has Intel EVER said their process shrinks were for power reasons?

No.

Intel produced hundreds of millions of chips at 90nm. They will produce hundreds of millions at 65nm.

Not defective at all.

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RE: Intel and 45 nano what a joke !

By killerroach on 1/31/2006 3:58:12 PM , Rating: 2

Actually, Intel said one of the biggest reasons for the switch to 65nm was for power reasons, and Apple continues to tout the performance-to-watt ratio of the 65nm Core Duo as one of the main selling points for their new iMacs. And yes, they are using less power than their 90nm brethren... however, a Pentium 4 on the 65nm process still uses quite a bit more power than a 90nm Athlon 64 (although it's no longer that the Athlon uses less power at full load than the P4 does at idle... the 65nm chips beat that by a couple of watts).

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RE: Intel and 45 nano what a joke !

By Samus on 2/1/2006 4:02:25 AM , Rating: 2

Wow, your such an idiot Questar. Why else do you think these companies favor die shrinks? Because its cheaper?

Financially speaking, die shrinks barely pay for themselves in production savings these days, because the cost of the die shrink R&D takes years to break even on, and by then, they're usually on another die shrink migration again.

It's like buying a Hybrid. It takes 6 years for the average american driver to break even on the gas savings because they're so expensive. Chances are within the next 6 years your going to migrate to a new car anyway.

The die shrinks exist exclusively for power savings and higher yeald production (my cores per waffer, which is important to AMD only, because they have limited facilities and need more output.)

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