It's disappointing that something they hoped would provide a greater kicker couldn't be there and that they delayed the launch for nine months to close to a year.
IBM says they can balance both and still get these higher speeds, but there's still lots of details yet to be revealed. It sounds great, but you could have stripped down a whole bunch of functionality to get that higher speed, which wouldn't be so great.
It took a little bit longer for these to launch; they said they would be launching them sooner.
How can the industry come up with standards if companies don't reveal their patents in committee?
There will always be a demand for the super-big and super-fast boxes. But slimmer, and smaller, and more efficient is what the PC companies are looking at right now.
Fundamentally, we think AMD will have the performance advantage through most of this year. But later in the year and into 2007 it will start to get interesting as Intel tries to go head-to-head with AMD again.
One is as a money scheme and the other is to produce useful technology.
They're recognizing that in some market segments like telecom, mobile handsets and handhelds, the parts tuned for faster speeds are too difficult to use and too power-hungry.
The Intel chipset is much more complex. What they don't talk about is that the cost of the chipset will go up significantly.
The 1-GHz was a total win for AMD.
