That, of course, is the 64-bit question, ... Whether the AMD box can perform like IA-64 on Itanium. If the AMD box can do it, we'd be looking from a purely architectural point of view at a superior solution, because Intel is forcing people to make a compromise.
More Quotes from Nathan Brookwood:
Intel wants to get them out in a hurry. I would assume they have a longer-term plan, probably around 45-nanometer technology, to provide a more comprehensively designed quad-core.Nathan Brookwood
Tualatin is a dynamite server chip. One of the reasons (Intel) decided not to go forward with the Foster-based Xeon chip was because Tualatin, with its larger cache, had better performance in server environments.
Nathan Brookwood
They clearly are at the tail end of what has been a pretty painful period for Intel. They had to tear up their road map and scramble to find new products to drop into the places where the old products were going to appear.
Nathan Brookwood
I don't know how much Apple pays for that IBM chip, but you can bet it's absurdly low. Apple has this crazy idea that it shouldn't have to pay as much as everyone else. And whatever it's paying for the IBM chip, I'm sure it's paying more for the Intel chip.
Nathan Brookwood
I've long believed that Dell will ultimately have to do something with AMD if it doesn't want to lose some key server business. That may also be an imperative in the gaming business.
Nathan Brookwood
If you're asking 'How do I get more done with the same amount of electrical power' this is one of the few solutions out there. And I think there are plenty of companies in this bind that will see this as manna from heaven.
Nathan Brookwood
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