Originally posted by: Viditor
Originally posted by: Hard Ball
Originally posted by: bunnyfubbles
Its probably been said before, but PV isn't something AMD has to step up to, the PV is Intel stepping up to AMD to match the A64/X2. However they'll need something better in terms of marketing, because now intel can brag they're just as fast
After the advent of Conroe/Woodcrest, AMD will be losing dollars, and lots of it, until K10 shows up sometime Q4 06 - Q1 07. I think you can put this one in the bank. Even is the performance is dead even (which is doubtful), The K8/K9 would not enjoy the same status as it does now in the enterprise and enthusiast community as the preeminent performance platform. Remember, intel sells by brand name and marketing, and AMD sells by performance.
You're making a LOT of wild assumptions here...
1. You're assuming Conroe/Woodcrest will come out on time and as advertised...Itanium didn't, Prescott didn't...
2. You're assuming that Conroe/Woodcrest will be superior to K8...Prescott was supposed to be but wasn't even close.
3. You're assuming that AMD have no more improvements at the stepping level...remember the "E" stepping and how much that improved performance/power? We also have no idea how much 65nm will effect the K8...
4. You're assuming that a slight (theoretical) performance lead by Intel's next gen chips will completely stop AMD's momentum in sales...this is absolutely not true for a lot of reasons.
a) It takes at least a year to validate a new server platform, so widespread adoption of Woodcrest couldn't really take place until the end of 2007
b) The companies that are already converting to AMD and those that do so over the next 2 years have a vested interest in that platform (similar to what we've seen for Intel for the past 2 years). This means that AMD would have to "sit on their hands" and really screw up to actually lose those customers.
c) Everything we've seen on the nextgen Intel platform appears to make Intel only competitive with AMD, not greatly superior. This is not a compelling reason to shift platforms.