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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 242.19-1.7%3:59 PM EST
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To: Charles Gryba who wrote (74841)3/18/2002 1:30:44 PM
From: Gopher BrokeRead Replies (1) of 275872
 
If NW does 3Ghz and Prescott gets 30-50% higher that would mean 3.9-4.5Ghz cpus by the end of 2003 and higher IPC because of the 1MB cache. So Clawhammer would have to clock at least 3Ghz to stay competitive.

All these discussions assume that frequency scales linearly with feature size. I thought that this assumption was already breaking down with the .13 process transition. SOI will help, but both companies are pursuing SOI. The point is that the ramp is no longer a linear one and Intel are further along it.

So how can we assume that Intel can scale to 3.9 GHz as easily as AMD can scale to 3 GHz? The thing I am most happy about is that the more non-linear the frequency scaling becomes the more of an advantage AMD will have with their better IPC. Intel may not hit a wall with their aggressive clock frequencies but it is going to become like climbing a cliff while AMD is still strolling up the foothills.
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