Friday, April 21, 2006

Broadcom to be more AMD

From Broadcom's 1Q06 CC transcript:

"Our share with AMD is really going to take off when they roll out their next generation of servers... At that time we expect that our revenue we derive from AMD platforms will exceed our revenue we get from Intel platforms."

"we have a substantial set of design wins in the next generation array of platforms being introduced."

Since the launch of Opteron in 2003, AMD has made virtually no major changes to the design (dual core was designed from the beginning). However, AMD has tripled its design team during the period. We should expect AMD to show some big things very soon.

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