Offizielle Roadmap heute auf dem analyst day?

[pipin]

Bin ja mal gespannt ob heute die uralt roadmap vom 15. Maerz mal wieder upgedated wird.

Auf jeden Fall lehnt sich ein Analyst schon vorher aus dem Fenster:

Cramer, a self-described "Intel (INTC:Nasdaq - news - research - Cramer's Take)-a-holic," is switching loyalties to (gasp!) Advanced Micro Devices (AMD:NYSE - news - research - Cramer's Take).

"It's not always 'buy Intel,'" said Cramer. "It's not 'Intel will be best of breed forever no matter what.' Sometimes you gotta sell -- maybe just schnitzel -- a little Intel even if you're addicted to it."

Cramer said the "unthinkable" has happened and that AMD has been outperforming Intel and will continue to outperform Intel. The reason, said Cramer, is AMD's management. "AMD's management is wiping the floor with Intel."

AMD, along with Google (GOOG:Nasdaq - news - research - Cramer's Take), News Corp. (NWS:NYSE ADR - news - research - Cramer's Take) and Red Hat (RHAT:Nasdaq - news - research - Cramer's Take), will develop a $100 laptop computer, said Cramer.

"This story is a virtual who's who of tech companies. But, Intel isn't in it. AMD is."

A generation of kids will grow up using AMD's chips, said Cramer, and the slogan, "'Intel Inside' will mean nothing to them."

Meanwhile, Intel has been struggling to bring its new chips to market, said Cramer, and in October, AMD sold more chips to the PC market than did Intel, he said. AMD is "winning the game."

Cramer said AMD will host an analyst day Tuesday, which he believes will be a "big trading catalyst for the stock." Be in AMD ahead of the meeting, said Cramer.

"AMD has finally beaten Intel. You need to own it."


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[rkinet]

Wäre wirklich Zeit für ne neue Roadmap.

Allerdings auch für neue Datenblätter zu CPUs.
Irgendwann kommt sonst noch die EU und verklagt AMD,
weil die nicht ordnungsgemäß ihre Produkte dokumentieren.


In Summe kann man aber viel vom Analystentag erwarten:
- Neue Roadmap incl. 65nm (H2'06 oder H1'07)
- Erste DIEs in 65nm (wie 2003 die 90nm Fotos)
- Details zur Virtualisierung / Einsatz im Desktop
- Socket F, M2, S1
- X2 Turion 64
- Low Power (10 Watt) Mobildesigns (90nm ? / 65nm ?)
- Budget Lösungen (AMD hatte dies bei der letzen schon angesprochen)

[pipin]

hier schon mal ein paar der Slides:
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[pipin]

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[pipin]

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[pipin]

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[pipin]

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[pipin]

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[rkinet]

http://www.amdcompare.com/prodoutlook

Roadmap ersetzt durch Near-Term Product Outlook

Stand 16.11.2005