You introduced a plan, called Torrenza, that sounds like your answer to Intel's platform approach, where you team up with other companies to create what you call "open platforms." What kind of reception are you seeing from this approach?
Customers are finding the fact that we are opening up our architecture very attractive. There are some segments where raw chip performance is important, but that's a small segment of the market. As [Intel] closes the technology gap, it will be a much tighter race, but we're going to introduce a really new architecture that will work well with our partners for the best performance. We're going to start sampling it at the end of 2007 and roll it out in 2008.
Once again, we're going to distance ourselves from them. The good news for customers: [Intel is] getting better, but it's not a new architecture. We're in the throes of finalizing the architecture we're going to introduce next, and that's going to be killer.
That may be true, but Intel is accelerating its road map. It looks like you'll be months behind in terms of process technology over the next few years, which could give them some performance advantages. How do you fight that perception in the marketplace?
We were a year behind in 90 nanometers and nobody ever asked me if Opteron (AMD's server chip) was a 65-nanometer chip or 90-nanometer chip. They just asked, "How well does Opteron perform?" -- and they liked what they saw!
I don't see that as very different this time around. We're going to have great products and people are not going to care.
Is this K8L they're talking about?
That may be true, but Intel is accelerating its road map. It looks like you'll be months behind in terms of process technology over the next few years, which could give them some performance advantages. How do you fight that perception in the marketplace?
We were a year behind in 90 nanometers and nobody ever asked me if Opteron (AMD's server chip) was a 65-nanometer chip or 90-nanometer chip. They just asked, "How well does Opteron perform?" -- and they liked what they saw!
I don't see that as very different this time around. We're going to have great products and people are not going to care.
This means that intel will have a hard time catching up to a more agressive AMD.Where do you see your main points of attack, though?
I'm following the George Patton philosophy. We're not going to defend [trash], we're just going to attack, attack, attack. We're going to attack in servers, desktop, mobile...everywhere. We're not interested in defending. Somebody asked [Patton], "Hey, should we dig a trench or a hole?" He said, "You do that, you die." Same thing here.
http://www.businessweek.com/technology/content/jun2006/tc20060605_019097.htm