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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 3:59 PM EST

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To: hmaly who wrote (75645)3/26/2002 6:59:36 PM
From: wanna_bmwRead Replies (3) of 275872
 
hmaly, Re: "The big die theory had less to do with better performance and efficiency than starving Intels competitors of resources (big fabs cost a lot of money) and supposed process superiority. (Only Intel has the ability to make big die chips) If you have a efficient design, and it still requires a big die, then you would be right. If you have a P4, which at almost twice the size of Tbird, still has a hard time keeping up performance wise,Tbird should win in the marketplace, because it can be produced cheaper and has better price/performance."

Relating this to Hammer - didn't Sanders say that it would have 64M transistors? That would be greater than the Pentium 4, yet AMD manages a much smaller die. It sounds to me like Intel could use greater density to be more competitive. Unless, of course, the lower density is intentional to avoid certain heat issues....

wbmw
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