What I'm hearing today is that AMD's performance advantage is going to narrow in the next six months or AMD may even lose its performance advantage. That doesn't necessarily mean they're going to lose market share.
More Quotes from Nathan Brookwood:
Multi-core is the new megahertz. If you want more performance rather than ramping up the megahertz, now it's all about ramping up the number of cores.Nathan Brookwood
AMD is clearly ahead on performance and per-watt power advantages, which more and more customers are sensitive to. And for the first half of this year at least, AMD's lead in these categories will accelerate.
Nathan Brookwood
But here the performance per watt is dramatically better than the industry standard and that to me is an adequate motivation to consider Sun. The cores themselves may not be very elegant, but what's relevant here is whether they'll do the job companies need them to do. From what I've seen Sun plans to deliver that.
Nathan Brookwood
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.
Nathan Brookwood
As soon as you let up, even for a quarter or two, you're in trouble.
Nathan Brookwood
The original theory was Netburst would show increasing performance benefits with increasing frequency. It didn't work quite the way Intel had anticipated.
Nathan Brookwood
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