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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 200.46

-17.2%

Feb 4 3:59 PM EST

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To: fyodor_ who wrote (74844)	3/18/2002 9:07:55 PM
From: Petz	Read Replies (2) of 275872

fy., For AthlonXP, dP/dQf is around the 4300 mark. For Northwood, dP/df is around the 4900 mark. That's a 20% difference… in Northwoods favor. Ahem... 4900 is less than 15% above 4300, not "more than 20%!" It's totally bogus to compare dP/dQf for Athlon to dP/dF for P4 and then claim that AMD's IPC needs improvement. The AMD quantispeed ratings are not governed by any formula that says that 66IntelMhz=100AMDMhz. OTOH, it would be silly for AMD to have model ratings like "2049" instead of "2000+" or "1968" instead of "1900+." AMD gave themselves a lot of slack with the 1600+, which clearly could have been labeled an 1800+. In short the "+" means something; it means "faster than xMHz Intel," but 2000+ does NOT mean "100 MHz faster than 1900+," it just means, "faster than Intel 1900 MHz. But with Northwood vs. Palomino, "1.5 qF per F" is over. I'm pretty confident that there will be some archtectural improvements in TBred which give it 10% additional IPC, so much the more if they increase the bus speed. This should allow AMD to continue to use round numbers for their model ratings. Petz

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