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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST
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To: Ali Chen who wrote (75688)3/27/2002 2:08:51 AM
From: AK2004Read Replies (1) of 275872
 
Ali
re: I think output is not the point.
I was going along with your logic that is large cache. If amd is not planning to quadruple output then why would they need that much of a capacity.
With 7.5B in capex last year it was pretty clear that Intel is not taking any chances. AMD was pretty clear about building up capcity to match intel's, at least in virtual sense. :-)) AMD was less clear about capacity use though.
re: If you look at recent data for the EV7 (21364)with
embedded RAMBUS controller, they claim the best load-to-use latency of 75ns. That's all they can do, and Alpha
people are not dumb at all......The EV6 bus was designed for Alpha 21264, with 2-4-8MB caches in mind,
maybe that is all that they needed, just a guess.
re: To firmly establish itself on Wall-Street, AMD needs a performance-killing platform, not some nit-picking
optimizations of few extra dies per wafer
after alpha Streat cares very little for killer platforms. Compatability and predictability even at lower cost is the key. It is expected by the Street that Intel would have higher margins and it is already priced in.
re: In replies, most people are talking about insignificant short-term details.
true but in defence I can say that short term is all we know with any degree of accuracy. As I mentioned before it is very possible that sometime by the end of '05 hammer family would be on it's way out. And we do not know what would follow but judging by capacity build-up k9 should have high transistor count.
Regards
-Albert
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