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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.73-6.1%Jan 30 9:30 AM EST

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To: Scumbria who wrote (37478)4/26/2001 5:05:01 PM
From: PetzRead Replies (2) of 275872
 
<AMD needs a significant performance or cost advantage, to attract business customers> Exactly what it will have!

If Palomino is 140mm now, it will be 80mm on 0.13 and available within 3 months of the P4 on 0.13 with 50% larger die size. (I think the 0.13 Palomino is called Appoloosa) Sledgehammer/Clawhammer, at only 105mm will be so cheap compared to Itanium2 (forget its name) that IA64 may not survive.

It is always difficult to extrapolate to next gen process, but for its huge increase in die size, the P4 bought precious little extra performance. I'm less optimistic about you about getting any core with a 24 stage pipeline working efficiently on typical code, not matter how big the caches are.

Petz
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