K10 starts shipping in Q2
AMD strikes back.
I predict that 3D gaming will be 90% faster on AMD platform. The R600 is only optmized for AMD and that gives a 50% lead.
AMD's 1Q07 was largely due to its failure to adjust processor prices. I have said long time ago that AMD must create a dual core Sempron to prevent Intel from dumping the Pentium Ds.
AMD's inventory reached a staggering $900 million at the end of 1Q07, while this indicates a potential problem for some, it offered AMD the golden oppurtunity to flood the hell of the market with massive number of the Athlon X2s at ultra low prices. The prices keep falling, you can get an X2 for $60. I expect the X2 6000+ to be sold at around $105 once K10 is out.
Thus, starting from Q3, we will see the collapse of the prices of the K8 and Core 2 architecture. All K8 and Core 2 will be sold at below $120. The result will be a huge Intel inventory build up, leading to another price crash, Core 2 CPUs will be sold at $65, and K8s will be sold at $55. K10 will make all the money.
With the K10 onslaught, the overcapacity of the x86 market will lead to the BK of Intel by 2Q08.