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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: hmaly who wrote (69012)	1/26/2002 9:15:42 AM
From: andreas_wonisch	Read Replies (1) of 275872

Harry, Re: The Hammer not only will have 86-64, but 2 cores, and memory controller on chip as well as HT busses. That's true but I doubt that Intel won't add new features to the P4 core in the meantime (HT is already planned by the end of the year). And according to Van Smith from Van's Hardware Hammer will probably be single core at first: vanshardware.com "Although not providing explicit conformation, responding to another VHJ question, AMD divulged additional information on its direction towards multi-core designs (a multi-core chip has more than one CPU on a die). The embedded Hammer North Bridge has two CPU interfaces. As AMD's process technologies move to smaller geometries, multi-core will become increasingly attractive and, thanks to the Hammer North Bridge design, easily achievable." But if Intel is forced to drop the IA-64 in favor of 86-64 and copy AMD, Intel will be replaying the Rambus fiasco. What makes you think it won't hurt Intel and help AMD just as Rambus did. Of course it will benefit AMD. But it would be even better if IA64 turned out to be a complete failure without Intel having a backup strategy. Andreas

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