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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.80

-4.8%

Dec 12 3:59 PM EST

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To: wanna_bmw who wrote (73117)	3/4/2002 6:29:24 AM
From: andreas_wonisch	Read Replies (1) of 275872

Wanna_bmw, Re: QuantiSpeed is quite a bit less accurate than Intel's megahertz. That depends on what processor is scaling better with clock-speed. If e.g. the Athlon XP scaled 3/2 as fast as the Pentium 4 the model rating would be justified. However, I suspect that they scale about the same, probably the P4 even somewhat better due to higher memory bandwidth. IMO the problem is that when AMD introduced the model rating it was very conservative. But with the 3/2 ratio between model rating and clock-speed it is becoming less and less conservative. Northwood having 512kb L2 cache didn't help either. You might argue that AMD deliberately introduced a very conservative rating to make a good first impression and now stretches it credibility. I don't think that this is the case since this would backfire pretty soon. Either they have some surprises in store for Thoroughbred (from a IPC standpoint) or they hope that the current rating will be good until the Hammer introduction. Andreas

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