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GroovyGeek
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re: Analysis: Why ARM-AMD makes sense
GroovyGeek   4/29/2011 2:29:26 AM
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Oops, that was supposed to be AMD, not ARM

GroovyGeek
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re: Analysis: Why ARM-AMD makes sense
GroovyGeek   4/29/2011 2:28:52 AM
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Let me get this right --- the suggestion is that ARM abandons a market where they seem to have a 20% share and relatively stable financial situation (when averaged over longer periods) and go to a chip market where nobody but a few handset makers are making a profit and where instead of being a me-too in the a field of two they would be me-too in a field of 10's. Does anyone really think that TI and Samsung and Qualcomm are just going to roll over? Even if AMD instantly gets 20% of that ecosystem they will still make less money than with 20% of the PC share. And let's not exaggerate the importance of the availability of Windows on the ARM architecture. Windows has been available on Itanium since day 1 and I don't think that anyone is crediting it with the "smashing success" of that particular platform.

Roger3
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re: Analysis: Why ARM-AMD makes sense
Roger3   4/28/2011 9:28:31 PM
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Peter , Good points. Actually, this is a new fact in the ARMx Intel battle. For AMD is also a good strategy, but they don´t to finish working with x86 products. They can have both. So they will enter in the Qualcomm, TI, NVidea, Marvel market. Of course, with the experience they have from the x86 market, they will be able to offer very interesting products that will face Intel.

andyzg
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re: Analysis: Why ARM-AMD makes sense
andyzg   4/28/2011 7:39:15 PM
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AMD could extend its instruction decoder to support ARM instructions in addition to x86, and it may not even cost much die space. while this might not yet save lots of power, it would be a preparation step away from x86. over time more and more ARM-only cores can be added to the CPU. also, if done right, mixed-mode code could be made possible without help from microsoft. AMD should do it simply because intel was stupid enough to sell its ARM architecture license - a serious strategic mistake.

DrFPGA
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re: Analysis: Why ARM-AMD makes sense
DrFPGA   4/28/2011 5:58:37 PM
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AMD is only around because Intel needs a 'competitor' in the market. If AMD wasn't there Intel would have to create one...

rfab
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re: Analysis: Why ARM-AMD makes sense
rfab   4/28/2011 10:27:49 AM
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AMD FANS always happy: Intel's CPU share of a new high - people off the hook sooner or later x86 ARM Intel continues to lead the process - people focus on R & D IBM Intel must share the crown of semiconductor - SAMSUNG people make better Intel's net harvest - people apple blue sky overhead rates

rfab
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re: Analysis: Why ARM-AMD makes sense
rfab   4/28/2011 10:27:04 AM
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AMD is about almost every year so next year

ash9
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re: Analysis: Why ARM-AMD makes sense
ash9   4/28/2011 12:51:41 AM
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The possibility of only one probable outcome is highly likely; AMD will most likely license ARM cpus. 2 factors help the domination of X86 programs- the amount of installed X86 software, and shrinking die size of future Fusion APU's, Intel has gotten a 30% increase of performance and battery life with every die shrink - Llano should gain, as well as the C class APU's - Monte Carlo simulations and simultaneous HD at the same time, on a tablet or netbook? asH asH

pixie1
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re: Analysis: Why ARM-AMD makes sense
pixie1   4/28/2011 12:04:02 AM
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I'm wondering why Nvidia is off the radar from this analysis. Its Project Denver is arguably much further down the planning and development path than anything AMD could start doing even yesterday. Also, Nvidia is claiming the entire high/low TDP range for Project Denver. Not only would it make it a much more ambitious project than what AMD could conceivably reconsider with ARM right now but it would be more complete as Nvidia already have an ARM-based portfolio.

KB3001
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re: Analysis: Why ARM-AMD makes sense
KB3001   4/27/2011 11:33:03 PM
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AMD do not have to drop x86, why should they? That said, I think such deal will be more of an advantage to ARM than AMD. As for Intel, I would be very worried if I were in their shoes. I do not see increased x86 dominance as a blessing, certainly not in the mobile computing era.

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