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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 258.86+9.0%Nov 12 3:59 PM EST
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To: Sarmad Y. Hermiz who wrote (202270)6/14/2006 9:22:14 PM
From: combjellyRead Replies (1) of 275872
 
"The point also was that performance was not sufficiently improved by doubling cache. "

Maybe. But there are those who like a lot of cache whether or not it really helps matters or not and are willing to pay for it. So I don't think it is the case.

"So what was the point of launching that part on the new socket?"

They moved their previous socket 754 and 939 products to AM2. As far as why the 1M/1M products have been axed, there are several possibilities. And they fall into two categories.

1) Insufficient performance. I personally don't buy this one because they had a good idea of what the performance would be before they cut the masks. I can guarantee you they simulate this stuff to death before the design work goes very far. And cache size is something that can be done really early in the game.

2) The needed the extra die per wafer. There are several possible reasons for this.

a) Yields really suck. Always a possibility. But their 90nm process should be pretty stable at this point. Besides, they would have known about this well before the launch.

b) They are switching to dual core faster than expected. If the transition exceeds the rate at which they are adding capacity, then that could cause a shortage in available silicon.

c) They experienced greater than expected demand. This could be related to b) if, say, HP decided they needed a richer mix of dual core. It also could be something like one of the Dell rumors actually being real. My money is on HP.

Of the three, a) would be bad, b) and c) would be a positive for AMD.
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