Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.70

-2.5%

Jan 8 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mani1 who started this subject	11/6/2001 1:13:22 PM
From: eCo	Read Replies (2) of 275872

Dean Kent comments on Mustang and AMD's future market prospects. William Campbell (wcampbell@realworldtech.com) on 11/5/01 wrote: --------------------------- >I have been following the P4 cache thread and want to ask a question or two. > >What killed the Mustang (512KB L2 cache Athlon)? > >Was the performance difference between 256 and 512 not great enough given the likely >cost to manufacture and the exclusive nature of the Athlon's caches? I make this >comment because of AMD's reference to 1MB L2 Hammer's - isn't 512KB big enough? > >Would having a 512KB exclusive L2 impose too big of a performance hit (latency >wise) assuming the same cache architecture? Would this have become a speed path issue? > >Heat? > >Was it a case of a "good at the time, dumb now decision" - Hammer was looking to >come to market early (persistent media rumours), decision made to cancel Mustang and then Hammer hit a snag or two? The 'official' story at the time was that Mustang made no sense because it would have cost a significant amount to produce, yet AMD had no presence in the market it was to be targeted to. They were not quite as 'comfortable' in the desktop market as they are today, and decided to focus their efforts on securing their place. At the time it was seen by Intelitubbies (I like that term as a compliment to the term AMDroid ;-) as proof that AMD had production problems, had financial problems, or whatever. However, it looks like AMD made the right choice at that time, since they have truly gotten a significant piece of the desktop x86 pie. I would suggest that the 'easy' market has been gained, and from this point AMD has a real tough time ahead. I think they will gain some market share in the workstation and low-end server market because the customers are very anxious for competition there. At the high end (more the market I am very familiar with), I think anyone suggesting AMD would be laughed out of the decision making room simply because of the mentality of players in that market. Regards, Dean realworldtech.com eCo

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next