Market Scan
AMD Seen Roaring Ahead Of Intel Through 2007
Kate DuBose Tomassi, 01.31.06, 8:30 AM ET
Caris & Company analyst Rick Whittington maintained a rating of “buy” on Advanced Micro Devices (nyse: AMD - news - people ), saying the chip company has a significant lead over rival Intel (nasdaq: INTC - news - people ).
Whittington believes Intel will likely have trouble catching up to AMD due to AMD's new product launches beginning in March, as well as the launch of AMD's 65 nanometer products in the second half of 2006.
"It's now clear that Intel will not catch up [until] its 45nm hits the street, probably in 2008 but possibly late 2007," Whittington wrote in a recent investor report.
http://www.forbes.com/markets/2006/01/31/amd-intel-0131markets01.html
Navyse Dell by mal pouzivat AMD len ak bude AMD technologicky 18 mesiacov pred Intel-om a aj-hla...
Dell's embrace of AMD processors will turn from myth to reality by March, according to a financial analyst.
Dell will begin by slotting AMD's chips into its notebook product line and then "likely" move to use AMD chips in servers and desktops as well, said American Technology Research analyst Doug Freedman in a fresh note to customers. Rumors of Dell breaking its Intel-only stance have circulated for years. This, however, marks the first time we've seen an analyst slap a specific date on the speculation.
"We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March," Freedman wrote.
Lucky for Intel, AMD simply cannot produce enough chips to take as much share from Intel as its technology would likely allow, according to the analyst. This buys Intel a bit of time to rework its products and come back stronger.
http://www.theregister.co.uk/2006/01/31/dell_amd_march/
http://www.theinquirer.net/?article=29386
Takze uplny prepadak Intel Core a Intel Centrino Duo
A to je uplne ina situacia ako bola v roku 1996, ked AMD zacalo pouzivat na vyvoj Linux a prisiel jeden z troch sefarachitektov DEC Alpha AXP Derick/Derek/Dirk Meyer, ktory je dnes prezidentom a COO AMD
http://www.tweak3d.net/articles/x86/
http://www.amd.com/us-en/assets/content_type/white_papers_and_tech_docs/AMD_on_AMD.pdf
a k nemu su v AMD Rich Witek ako Greg Hoepnner
http://www.cs.clemson.edu/~mark/architects.html
In the meantime, it's become the subject of jokes that AMD's Opteron processor is basically an x86 version of the Alpha architecture. We know, of course it was designed by almost the same team.
http://www.a1-electronics.net/News/2006/Jan/7/24-11.shtml
ftp.digital.com/pub/Digital/info/semiconductor/literature/164pcpb.pdf
a k tomu schema Athlon-u a zistite, ze Athlon/Athlon 64/Duron/Sempron/Opteron/Turion 64 su vlastne vylepsene DEC Alpha AXP 21164PC