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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.00

+0.7%

3:59 PM EST

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To: Joe NYC who wrote (78364)	4/25/2002 5:30:34 PM
From: ptanner	Read Replies (2) of 275872

Joe, re: Sledgehammer - Opteron servers at shareholders meeting Thanks for the report on the shareholders meeting. I hope to catch it later today. I had a stray thought on the Clawhammer DP being marketed as an Opteron. Did AMD specifically note whether the processors in the Opteron server were of the "clawhammer DP" or "sledgehammer" variant? I was assuming that they were showing a sledgehammer which was nice since these would be the first real large cache chips from AMD and it is the large cache chips which command high prices. There seems to be a lot of grumbling on the web today over the Claw DP being an Opteron. At least there is a lot of interest in systems which won't be available for more than six months. It seems likely that AMD will disable SMP on the Claws to provide for a clear distinction with the Operton branded models. AMD seems to be heading towards two brand names (Athlon and Opteron) comparable to their Intel counterparts (Pentium and Xeon). I still don't see the Opterons being near the class of the Itanium (huge cache, highly scalable and supported by the leading server OEMs). WRT Xeons, is there a DP only variant or will they all scale to N CPUs? And how many do they extend up to?The Opteron is a new market for AMD and a considerable extension beyond the Athlon MP and I am wondering how it compares with Intel's present Xeon offerings WRT scaling to N-way servers. By strictly limiting 2P operation this will support a higher relative price level - the XP/MP distinction had been "certification" until they disabled the 2P from the XP. Still, the Claw 2P Opteron may be significantly different than its Sledge brethren (single/dual memory channels, caches) but it would still be comparable to the present range of server CPUs marketed under the Xeon brand. re: "64-bit Internet Explorer" Interesting. Was this running on one of the client machines? I thought these were going to be running a 32-bit OS to show full compatibility with the 64-bit server system. Were there any other 64-bit apps noted beyond IIS and Terminal Server? -PT

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