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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 Mithan on 1/31/2006 1:06:39 PM , Rating: 2
quote:
Nice that Wall Street has caught up to what the rest of the PC industry has known for the past (4) years... Simply amazing how out of touch Wall Street really is with what is happening in the industry!


Not really, they are reporting that Intel wont be able to catch up until 2008 however many people "in the know" are reporting that Intel may surpass AMD performance wise with their new cores being released in Q3/Q4 so the point is, the Analysts are still just a clueless even though they finally caught on that AMD is a great company with great products.



By Maximilian on 1/31/2006 1:47:46 PM , Rating: 2
Whereas we knew that 2 years ago.


RE: Intel and 45 nano what a joke !
By Viditor on 1/31/2006 1:54:52 PM , Rating: 1
Actually, most people who are "in the know" expect AMD to continue their domination of performance through at least the first half of 2007, probably 2008. Intel's new core is certainly a step in the right direction, but
1. most people are dubious that the 4-issue core (which is their main advantage) will be able to be utilized to it's full extent.
2. Realise that in the server sector, the FSB will still be a bottleneck
3. Note that while AMD has made only modest gains in the mobile sector (from ~3% to ~15% in the last year), the Turion X2 being released in April will use DDR2 and use the new SiGe process, thus decreasing it's power usage to at least that of Yonah (and it will be 64 bit compared to Yonah's 32 bit).
4. Also note that 64 bit Vista is due for Gold release in October
5. The new SiGe process will allow AMD's desktop parts to exceed 3 GHz this year, even at 90nm
6. AMD's 65nm parts will start to ship in Q3/Q4

Intel may come close to catching up, but they won't take the crown again until well into 2007...if at all.


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