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A Year of Fratricide . . .

Dailytech shows an Intel roadmap indicating that in Q1 2007, Conroe will have 40% of Intel’s production. This is a little slower than historic Intel rampups (the troubled Prescott and derivatives notwithstanding), normally a new generation hits about 50% of

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Two Perspectives . . .

The next year or so is going to be very odd seeing talk about both Intel and AMD. Depending on the angle upon which you view either or both of the companies, just about any opinion, good, bad or indifferent,

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Facts of Life . . .

AMD released its first quarter earnings the other day, basically it was about the same as the Christmas quarter, which is not bad at all, especially compared to what Intel is expected to announce in a few days. Despite that,

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Facts of Life . . . 1694

It is becoming increasingly clear that come June/July, AM2 is not going to match Conroe. Will it also be true that, as the website that did the review said, “all Intel has to do is execute Conroe on schedule, delivering

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Facts of Life . . . 1748

In the last week, AMD began to produce CPUs at their second Dresden fab. They had a little gathering to talk about it, and as we greatly suspected, said nothing more about 65nm conversion than they have in the past.