Is AMD just blowing smoke here? Can they really ‘close the gap’ on CPUs this time? I am skeptical, to be completely honest. I like AMD. Not because they are the best or the fastest. No, I dig their aggressive nature and can do attitude. So having said that, if they can take Intel head on here…then I say more power to them!
With Intel thumping its chest in full force about 65 nano technology, AMD shot back with a pithy press release about how it is going to close the process gap this time. Fine, good, no, great, competition is what makes Applied Materials stock go up, and we all win that one, or at least Applied Materials stock holders win.
AMD said it is planning to be right on Intel’s heels with 65 nanometres, Intel is talking about Q4 of this year, and AMD “late” Q4/05, mere months behind.
There are two problems with this. First, as we noted here, Intel is speeding up on its 65 nanometre process. So, for every day that Intel shows up early, AMD has another day of gap. Intel PR will crow about this.