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AMD isn't really concerned about gamers. They're $$$ come from the server market, and the low-end computer market. A 65nm Athlon X2 shrink will be good for the latter (being *substantially* smaller and thus cheaper than Core 2), while Opteron still has the high-end.
Remember, the high-end buys the infrastructure more than it buys the chip. Opteron has a very mature infrastructure based around HT already in place. Intel doesn't have the same thing, yet, for Core 2, and it'll be a year or more before the level of maturity is comparable. If AMD has a new core lined up for Q1 2008, they might lose the enthusiast market, but should be able to hold out on the server front.
AMD is in major trouble. Intel has clearly better CPUs in every dept.
Intel has a better laptop CPU (Pentium-M, Core, Core2), yes. Although for low-end laptops, the Turion64 is a better buy.
Intel has a better dekstop CPU (Core2), yes. Although the Sempron may be a bit cheaper.
But AMD has the better server CPU (Opteron). Nothing Intel has comes close to a multi-CPU setup using Opterons. For single-CPU servers, a high-priced Xeon setup may be better at some things than a less expensive single-CPU Opteron server. But put a dual-core CPU in, or use multiple CPUs, and even the Core2 systems can't keep up.
And when you consider that server CPUs have the highest margins, and make up the bulk of AMD and Intel's revenues, I really don't see how AMD can be "in trouble".






Member since:
2005-06-29
AMD is in major trouble. Intel has clearly better CPUs in every dept. This isn't a good time for AMD. Better speed. Cooler to boot. They'll loose gamers by the bucket.
How can AMD turn this tide of bad luck around?