Originally posted by: BLaber
The real competition is...
In Q4'09 we are talking about Nehalem-EX, aka Beckton, with its 8 cores and 16 threads plus 24MB L3$ and 4x QPI for 4P boards.
Originally posted by: BLaber
when Amd's Shanghai gets ddr3.0 and ht3 treatment in Q4 09
What's that going to add, maybe a 5% IPC bump?
Originally posted by: BLaber
along with that an Istanbul-6 core to compete with Nehalem on server 2p , 4p platforms, just can't wait..
That's good, but IF it comes out on that timetable it will be competing with 8-core Beckton.
And then 3-6 months later Intel's 32nm server chips hit resellers.
IMO AMD's next opportunity to stand toe-to-toe with Intel won't come until they release Sao Paolo and Magny-Cours.
Until then the story will be
gross margin erosion across the Opteron line if AMD wants volume sales that exceed the usual upgrade cycle fanfare.
Unless Intel takes the high-road and pegs Nehalem Xeon prices in the $3k territory.
(which they easily could, but they may have trouble resisting the desire to pile more hurt on AMD, a self-defeating move in the end IMO as DOJ moves in and dismantles Intel post AMD demise)
The conclusion is clear. AMD needs to lobby congress for a bailout package.
