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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: pgerassi who wrote (70354)	2/4/2002 5:38:32 PM
From: Joe NYC	Read Replies (2) of 275872

Pete, A 2.33GHz Throughbred (=Palomino) (assuming dumb shrink), would beat a 3.3GHZ NW I think you are being too optimistic. 2.33 GHz is 10 x 66 MHz from 1.66 GHz, which is XP-2000+. So if the formula remains the same, 2.33 GHz would be 3000+. On performance basis, XP-2000+ is somewhere in neighborhood of NW 2 GHz to NW 2.2 GHz. The problem is that Tbred and Barton will have only 256K L2, and it will limit the performance scaling vs. NW with 512K L2. Also, NW will get a 4.2 GB/s of bandwidth soon, and XP is limited to 2.1 GB/s, which will again limit performance scaling. My prediction is that 2.33 GHz Tbred will at best equal NW 3.0 GHz. Being at performance parity with older core (Athlon) vs. Intel's newest (NW) is not such a bad thing. I think AMD should at this point emphasize maturity of design, breadth of supporting chipsets and low power. I think high performance with low power consumption is the ticket for AMD in 2002. AMD has 3 aces in their pocket: PowerNow, .13u, .13u SOI. I hope AMD will use them to the full advantage. Joe

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