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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.100.0%1:22 PM EST

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To: Petz who wrote (48451)7/20/2001 11:04:39 AM
From: Ali ChenRead Replies (2) of 275872
 
Petz, "TBird at 1.2 is scaling as well as the P4 at 1.5"
I don't know what people mean under "scaling". In any case,
scaling at certain frequency does not make much sense since
a variable scaling is probably not a "scaling" at all...

"IPC increase not nearly as large as the improvement in IPC of A4 vs. Athlon."
IPC increase does not help to improve AMD system
performance, it is already 25-80% better than for P4.
The AMD problem is that their current platform is
less efficient than the P4 platform. With CPU core
frequencies going up, this disparity will impact
AMD system performance more and more.

"So what do you mean by the "trend for A4?"
Trend is a [typically linear] function of a benchmark
run-time vs. CPU core clock period.
specbench.org
Platform efficiency can be measured by amount of residual
run-time in the limit of a hypothetical
infinitely-fast processor.

"And the competition is NOT P4 systems with dual RDRAM channels, but P4 systems with SDRAM and that competition will be a joke."

I don't see any fun here for AMD. What you are saying
means that A4 systems will be priced at sub-$800 levels
with corresponding ASP implications. Not a good joke
IMO.

Regards,
- Ali
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