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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: combjelly who wrote (18726)11/12/2000 5:11:59 AM
From: TenchusatsuRead Replies (2) of 275872
 
Combjelly, <While I would have liked to have seen the 760MP earlier, realistically there isn't much of a market for it until Q2 of next year anyway.>

This sounds like pure sour grapes to me. Intel is reporting excellent growth in the server market, including 2-way SMP. Make no mistake, the slip in the 760MP chipset is indeed a big setback for AMD.

<The 760MP has a big advantage over Intel's products, the FSB is point to point. Each processor will get a full speed path to the chipset, Intel has that path being shared.>

I think you'll find that AMD's "superior" point-to-point bus is much less of an advantage than you might expect. AMD's bus is similar to that used by the Alpha 21264 (EV6), but even a 4-way Alpha server at 667 MHz fails to beat a 4-way 700 MHz P3 Xeon server on TPC-C (30K vs. 34K). And that 4-way Xeon uses a dirt-slow 100 MHz FSB.

Although point-to-point is better than shared FSB in theory, I don't expect the 760MP to demonstrate as much of a performance advantage as everyone hopes. Those two Athlon buses are going to be fighting over one DDR SDRAM channel. The MOESI protocol helps a little, but the bandwidth is still very imbalanced on that chipset.

<Even the Profusion(TM) chipset has up to 4 Xeons sharing the same 100MHz FSB.>

This is incorrect. Profusion has two FSBs in the system supporting four processors each, for a total of eight processors. (There is also a third FSB, but that's only for PCI hubs.)

Tenchusatsu
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