Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 222.21

+0.3%

3:37 PM EST

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To: Gopher Broke who wrote (19831)	11/20/2000 3:32:09 PM
From: fyodor_	Read Replies (2) of 275872

<Gopher: I would like to challenge that assertion.> My assertion was that the P4 has much, much more headroom THAN THE PIII. I am quite sure you would agree with me here ;). As for AMD's chances of keeping competitive in frequency, I didn't go into that. For the record, though, I think they have a very good chance. It really hinges on 3 elements: - getting heat dissipation down with the mustang core - SOI process... performance or bust? - pipeline changes in the hammer core From what I hear, #1 is good to go. I'm not a process expert, so I'll have to leave the SOI verdict to others. As for pipeline changes in the hammer core, AMD is redoing several things in the core anyway, so a complete redesign is necessary anyway. <As far as on the current .18 process, I suspect that with the internal 3.0 GHz logic Intel are already sailing close to the wind.> I think the main problem with scaling the P4 on .18 is heat. -fyo

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