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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.72+0.2%12:15 PM EST
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To: Pravin Kamdar who wrote (59066)10/18/2001 2:50:39 AM
From: David PletcherRead Replies (1) of 275872
 
Regarding Intel's hypothetical plan to reduce AMD's effective fab capacity through cache size inflation:

There is a rapidly diminishing marginal performance gain for the average desktop user with increasing cache size. The marketplace is bi-modal, for the most part, consisting of ignorant customers and tech-savvy enthusiasts. The latter group isn't going to be fooled into believing that Intel's anemic P4 product line is good just because of a bump in cache size. The former group thinks cache is something you use to buy beer at the ball park. In the unlikely event that it became a marketing deficiency for AMD, they could bang the drum for next-generation chipsets to include tons of L3 cache at no added cost on the north bridge, as in the proposed Mamba chipset from Micron which was to feature 8 MB of L3 cache. If we can't get past the perception that MHz is the only measure that matters, I doubt that consumers will differentiate between L2 cache on-die and L3 cache in the north bridge. Moreover, I doubt that benchmarks would detect any meaningful difference in performance between 512K of added L2 cache or a few Mb of L3 cache. However L3 cache gets added -- embedded in the chipset or "son of COAST" -- SRAM is a low-margin commodity that needn't be produced in Dresden.
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