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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: kash johal who wrote (53091)8/29/2001 9:33:21 PM
From: jcholewaRead Replies (1) of 275872
 
> Can u imagine AMD trying to compete with a SLOWER,
> LARGER die.

That's why Claw is going to by far dominate K8 sales. I don't think we'll really see much of Sledge in 2002.

AMD will be competing with the Claw against Northwood, if it can. Mind you, that's a huge question mark, but let's at least wait and see what they say at the µPForum. Personally, I do not think that K8 will only be a K7 with 64-bit extensions and SSE2. I'm not even going to guess at what it could be (well, maybe I'll do that later), but I'm content with the possibility of there being nontrivial differences.

> And once Windows enables 2 CPU support for desktops
> PIV adds multi-threading into the equation.

No, it doesn't. Pentium 4 will not support MT. Only Xeon will for the foreseeable future.

    -JC
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