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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.25

-3.1%

3:59 PM EST

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To: Jim McMannis who wrote (52824)	8/28/2001 5:39:16 PM
From: wanna_bmw	Read Replies (3) of 275872

Jim, Re: "It appears that a current 2.0 Ghz P4 gets better Spec scores than a Itanium. At least according to Elmo and Cirruslvr. McKinley we don't know yet but imagine a 3 Ghz P4 with a 512, 1 meg or two of cache..." Look at the results yourself. spec.org Dell PowerEdge 7150 - 703 Specfp hp server rx4610 - 701 Specfp Intel 2.0GHz Pentium 4 - 704 Specfp. It looks to me like they are about equal. And that's given a 2.5x frequency advantage. McKinley is set to launch at 1.0GHz or 1.2GHz. That represents a 25-50% frequency improvement over the current Itanium, and micro-architectural improvements suggest a sizable IPC benefit. If McKinley gets as much as the rumored 2x overall performance improvement, that will put it farther ahead of a 3.0GHz Pentium 4, and probably ahead of the large cache Xeon chips as well. The only area that needs significant improvement is integer, and I expect that to at least be competitive. Besides, once Pentium 4 ramps up to speeds higher than 3.0GHz (which I am expecting as late 2002 or early 2003), Intel will launch the .13u version of McKinley called Madison, which will probably give another sizable improvement in performance, due to higher frequencies. "Where's all the installed base of Itanium going to come from to even support the McKinley?" Compaq and HP have just about bet the company on Itanium, IBM and Dell are intimate partners, and tons of press releases of new software being optimized for the IA-64 architecture are being released daily, and you are still worried about an installed base? wanna_bmw

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