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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.91

+0.9%

Dec 5 9:30 AM EST

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To: ptanner who wrote (2467)	7/27/2000 3:58:15 AM
From: Bilow	Read Replies (2) of 275872

Hi ptanner; Of interest to AMD investors would be this presentation from Bert Mcomas at the Platform Conference. (In short, he believes that the P4 is going to not be much of a threat due to performance issues. I've seen an in depth analysis that came to the same conclusion, and will link it in here if I can remember where it is.) PC Platform Technology Trends and Issues Is the Platform the Bottleneck? inqst.com or register and search around at: platformconference.com Selected text: DDR Chipsets * Micron = P3 & Athlon - Will it ever ship as an end user PC? * AMD - Here now. Rollout in Q3. Shipping in Q3-Q4. * ALi - Performance rumored to be very attractive. * VIA = P3, Athon (& P4?) Pentium 4 * P4 = 20 stage instruction decode pipeline - Root cause of 20-25% decrease in computational efficiency vs Coppermine - 1.4GHz P4 doesn't significantly outperform 1GHz P3, Esp on integer intensive business applications * P4 positioned like Pentium Pro - Narrow market focus - Build infrastructure for Foster (P4-Xeon) - Priced high. Stay below radar to avoid direct comparison with P3 and Athlon - Wait for die shrink and higher speeds before broad launch. - Match availability of 3rd party DDR chip sets. Summary Analysis * RDRAM fades from P3 platform - Not being adopted by high volume customers - Losing popularity contest among power users - P3 falls to the midrange = no justification for premium DRAM. * RDRAM languishes on low profile P4 platform - Willamette trickles in 2000. - Volume ramp delayed until shrink/design tweaks complete. - By then, DDR is available for the platform. -- Carl

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