Ian Ollmann (iano@apple.com) on 12/16/11 wrote:
---------------------------
>I also disagree with David that there is too much competition in the ARM market.
>That market is rapidly expanding. At least for the next few years, the phrase
>"A rising tide lifts all boats" applies.
>
>The risk in that market is that the parts are much lower margin. Nonetheless, I
>think that AMD has the design chops to make a very competitive part, and it will
>be a market where, at least for a little while, they won't be overshadowed and out-processed by Intel.
>

Like Bobcat?

>Regrettably, AMD could have been a contendah if their CPU core design had been
>a performer. (When will these companies learn that long pipe, high frequency hot
>rod designs are more hot than rod? AMD made a killing off the Pentium 4!) They
>were strategically the best placed among Intel / AMD / NVidia to capture the portable
>market. I don't think another opportunity like that is going to come for a while.

Bulldozer (I assume that's what you're referring to) isn't a Pentium 4. I can't see how anyone thinks so but that claim (without backup of facts) keeps getting repeated all over the web.

So what's the problem with Bobcat that can't be resolved as AMD learns the tricks of the trade of power optimized design?