I can't help but think bobcat will be as helpful to AMD as the Nano is to Via.
Sure its a great low-cost item but that doesn't exactly scream high margins, loads of profits, or huge market share either.
It is a need to have, just like atom, but not a must have. Bulldozer is a must have, the company must have a flagship product that builds brand recognition from the top down.
Not many businesses triumph by having anything less and I don't see AMD being special in this regard.
For future reference, if you make a thread about what will be the most effective at something, it's a bit...strange...to create a poll where you can vote multiple choices. Just saying.
Here's a rundown, posted on xtremesystems.
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I'm going to go with Llano mobile.
Right now AMDs options for laptops suck, and this could change that. Potentially that processor would provide good enough CPU, no need for dedicated graphics, and solid battery lifetime.
I'd definetely consider buying that.
That was my vote. Laptops outsell desktops, don't they? I think llano mobile may have the right mix of just enough cpu performance+great (for integrated) gpu performance to really shine.
Bobcat was my other potential vote (but i didn't vote for it)...if they pull it off it could make them a TON of money in emerging segments.
I'm sure bulldozer will be good and profitable, but I don't see it being better at everything like k8 was or anything like that. I bet it'll be more like thuban--sell well to enthusiasts, be great for some things, not as good as intel for some others...
Anandtech article said:Pine Trail still has all of the bells and whistles of a PC platform however. Take the PCI bus for example. Every 12 microseconds it wakes up and polls every IO on the platform. That kills idle battery life, especially when you’ve got a tiny smartphone battery. Pine Trail is useless for smartphones, and that’s where Moorestown comes in.
If you thought this was the netbook Atom squeezed into a smartphone, you’re very wrong. It’s got a completely different memory controller, a true smartphone GPU (the same core, but clocked higher than what’s in the iPhone 3GS) and a ton of power optimizations that just don’t exist in the netbook version. The chipset is also very different. The PCI bus is gone as is anything that could ruin power consumption. Intel did a lot of optimization and a lot of cutting here. What resulted is something that looks a lot like a smartphone hardware platform and nothing like what we’re used to seeing from Intel.
Anandtech article said:For me however it's more about software and design wins. Intel needs to be in an iPhone, or at least something equally emotionally captivating. It needs a halo product. I believe Intel has the right approach here with Moorestown. To be honest, I've seen the roadmap beyond it and it's very strong. The technology is there. We just need someone to put it to use and that's the part that isn't guaranteed.
