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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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Analyst are the wrong peeps listen 2
By hmurchison on 1/31/2006 3:11:52 PM , Rating: 0
You want surefire misinformation listen to Wall Street or most computer analysts. No disrespect to the poster as he's just reporting the news but when someone tells you that Intel isn't likely to regain the speed crown the average person reading is going to ask "why". Yet analyst remain relatively quiet about why they think AMD will speed past intel.

I for one do not share this belief. In fact the current Netburst archicture performs much worse in comparison to AMD than I believe Merom/Conroe/Woodcrest will.

AMD has great IPC and the ondie memory controller helps with "latency" but doesn't have obvious throughput advantages. Thus with intel moving to 1066 FSB, FB-DIMM and 4-issue cores I think it's folly to assume that AMD will offer a significant speed advantage. Couple that will the clear fabbing capability of Intel and you have a recipe for Intel success.

Intel's done some good work with branch prediction and caching. I expect the next core to exhibit their prowess in these areas.

So I content that the AMD advantage will be more slight than it has been in years and that bodes well for Intel because that's what people really feel comfortable with IMO.




RE: Analyst are the wrong peeps listen 2
By Viditor on 1/31/2006 4:55:07 PM , Rating: 1
quote:
AMD has great IPC and the ondie memory controller helps with "latency" but doesn't have obvious throughput advantages. Thus with intel moving to 1066 FSB, FB-DIMM and 4-issue cores I think it's folly to assume that AMD will offer a significant speed advantage. Couple that will the clear fabbing capability of Intel and you have a recipe for Intel success

Some good points...however, AMD is also changing their throughput this year, as well as going FBDIMM (socket F) and they still have a MAJOR advantage with coherent HT links.
Also, keep in mind that not even the 3-issue core is utilized fully...and even Itanium's 6-issue core is only utilized at 50-65% for most all software.


By stephenbrooks on 2/2/2006 12:46:51 AM , Rating: 2
Recently I've seen this as a competition taking place on the two axes of core efficiency and clock speed. Intel came up first in clock speed but then seems to have taken quite a while to come up with their new more efficient cores. Meanwhile they're being squeezed into a smaller corner all the time because AMD has an efficient core *and* clock speeds now up to 2.8GHz. If they'd been quicker with the new core, it would have been easier. Now, it doesn't look like an easy win at all...


By gamara on 2/5/2006 3:39:34 PM , Rating: 2
Just showing you don't get what this article is about. This is not processor speed. This is MARKET VALUATION. AMD is 'Speeding Past' Intel in price per share.

You are correct to not listen to analysts about the future performance of processors, but you might listen to them about the future performance of the company making the processor.

Ignorance can be cured with education. The only cure for stupidity is death.



"Nowadays, security guys break the Mac every single day. Every single day, they come out with a total exploit, your machine can be taken over totally. I dare anybody to do that once a month on the Windows machine." -- Bill Gates

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