Well having read the reviews of the Athlon 64 & FX today, I have to say
I think AMD are toast
From a performance perspective, the P4EE beats the A64 in most
benchmarks in 32-bit at least, and as 64-bit is total pie-in-the-sky at
present, this is really all that matters.
The A64 is going to be expensive too, as it's costly for AMD to produce.
In this situation, I can't really see why the guy in the street is going
to go for AMD over Intel.
If, and it's a big if, 64-bit turns out to be a winner, then it would
now appear that Intel have hedged their bets and built the Yamhill
extensions into the P4. They obviously don't want to advertise this to
the world, as it will practically kill off the Itanium, but it's there
if they need it.
So basically, AMD's latest and greatest processor fails to even beat the
latest iteration of Intel's old P4, never mind Prescott. Intel will
produce Prescott on a 90nm process using 300mm wafers, whilst AMD are
stuck with 130nm on 200mm wafers and a bloody huge 192mm2 die, meaning
their costs are stratospheric by comparison. AMD don't anticipate
moving to 90nm until the middle of 2004. Not only will this keep the
cost of the Hammer series high, but I suspect it may prevent them from
ramping the speed up much either. By mid-2004, Prescott will be up to
the 4Ghz range, leaving A64 and AFX well behind.
I've been a fan of AMD for a while now, but I'm forced to admit that if
I were buying or upgrading now, I'd be spending money on Intel kit.
--
Toby