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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.00-2.0%Jan 7 3:59 PM EST

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To: milo_morai who wrote (40542)5/19/2001 11:59:39 AM
From: Dan3Read Replies (3) of 275872
 
Re: , the entire line of AVIA & AXIA cores are overclocking between 1400MHZ and 1600MHz.

Great link! Factory spec 1.0 to 1.33GHZ Athlons run at 1.4GHZ to 1.6GHZ with a good fan/heatsink combo.

Meanwhile we're learning that factory spec 1.7GHZ P4s run at 1.2GHZ under load.

If AMD specified heatsink/cooling systems as large as the ones Intel specifies for P4, and then added throttling to reduce performance under load, thunderbird would bin out at about the same speeds as P4.

Palamino would bin out 20% higher.

IPC for thunderbird is higher than P4.

IPC for Palamino is higher than thunderbird and much higher than P4.

Thunderbird/Palamino is about 2/3s the size of P4 and consequently less than half as expensive to produce (yields go down as size goes up).

Hats off to Dirk Meyer's Athlon design team and the folks who created and implemented AMD's copper process.

All developed while AMD was nearly bankrupt and resource starved.

Now AMD has paid off its debt (except for a small subsidized Dresden loan) and has substantial resources to accelerate design, process, and manufacturing development.

Despite the intensifying price war with Intel AMD still looks solid to me. But we shouldn't go overboard with optimism. We are in the early part of a period in which Intel is exhausting the $12 Billion war chest it accumulated over 20 years in an attempt to reverse AMD's gains. At present rates, we are 12 months away from AMD's financial position being superior to Intel's, but it's going to be a brutal 12 months, and Intel will likely get some marketshare back for its $12 Billion.

Regards,

Dan
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