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InfoWorld Daily | Tom Sullivan » Talkback: Should AMD be worried?

January 30, 2007 | Comments: (0)

Talkback: Should AMD be worried?

Tom Yager writes in Don't stick a fork in AMD: With all the vigor and exactness of stock market analysts explaining a one-point shift in the Dow Jones Industrial Average, pundits are penning obits for AMD in the aftermath of Sun Microsystems' recent decision to buy chips from Intel. Poor AMD: first Core microarchitecture, the looming doom of quad-core Core, and now the defection of its sole first-tier monogamous mate. Talk about your slings and arrows of outrageous fortune.

I invite my colleagues in the media to run their AMD cover stories with Titanic metaphors now and get it out of their systems. As they say in my business, this whole Intel-eating-AMD's lunch angle doesn't have legs.

Agree or disagree? Intel's latest breakthrough on 45-nm chips should be more of a worry.

Is AMD in trouble with the Sun deal or Intel's latest one-uppance?

Posted by Mike Barton on January 30, 2007 03:20 AM


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As a Sun sales rep, I can tell you that I have every intention of continuing to recommend AMD to my x64 customers, almost all of whom are using them for scientific HPC. Xeon has it's place in the Windows world running Exchange or AD, which is a market that until now Sun did not really compete, but now can. As Schwartz says - this is not about us or Intel attacking either of our competitor's install base, it is about approaching a growing market together, and being able to provide the best solutions for any given customer problem.

Posted by: Bill at January 31, 2007 11:37 AM

Is Tom suggesting that AMD's current parts are better than Intel's Core2? From our internal benchmarks and from what we've seen in the trades, it looks like - today - Intel is winning on price, performance, power & heat.

I agree that AMD has some nifty things coming down the pike but Intel's 45nm press release makes one wonder. Besides, I'm buying servers now and can't wait for AMD's next big thing.

Posted by: Jon at February 1, 2007 12:14 PM

My question to Jon is, which applications and what benchmarks? Opteron shines in 64-bit environments in applications requiring fast buses, large memory and massive parallelism. There's no way Intel can come close in these, and I suspect many "applications of the future" are going to be just this type. Unfortunately for the facile comparison, server motherboards incorporating the "good stuff" in the I/O buses and memory channels tend to be expensive. Therefore, as Bill indicates, AMD has a (perhaps temporary) disadvantage in the cheap server and gamer desktop spaces. AMD's "nifty" features are actually fundamental advantages in the 64-bit world. Considering that Microsoft has now blessed that world, 64-bit performance will become far more important in the very near future, and I predict that when volume in "true" 64-bit motherboards rises and chipset costs drop, we'll start to see some very different test results.

Posted by: Eric at February 1, 2007 01:06 PM

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