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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 216.80+0.7%2:13 PM EST

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To: Petz who wrote (5244)8/16/2000 1:55:41 PM
From: kash johalRead Replies (1) of 275872
 
Petz,

re: Willy release

I can see the 10-15% decrease in IPC.

However rumors are that willy won't even be offered at 1.3Ghz but start at 1.4Ghz to 1.5Ghz.

If true it likely means that vast majority of parts will yield above 1.4Ghz.

The bad news is that sweet spot is likely to be > 1.5Ghz.

Speed distribution is usually at least +- 15-20% around the sweetspot.

Clearly with low initial volumes they would offer parts at lowest speed splits and ramp speed as volumes increase.

As willy volumes ramp yields a 1.6-1.8Ghz willy are likely.

So overall a pretty good solution considering that PIII gives up ghost at 1.1Ghz.

I think mustang at 1.5Ghz is likely coming with AMDs 0.13 front end.

If AMD has added SSE2 then mustang should really kick butt on the ole benchmarks.

Interesting few months coming up.

regards,

Kash
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