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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.04+0.1%9:30 AM EST

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To: peter_luc who wrote (82983)6/19/2002 11:07:08 PM
From: Dan3Read Replies (1) of 275872
 
Re: I think it would be extremely good for AMD if Intel does not adopt X86-64

Did you see the Itanium benchmarks from the link posted by Pravin Kamdar?

The 4-way Itanium 800mhz / 4meg cache has the exact same performance (20,670 lines per hour) as a 4-way 700mhz PIII / 2meg cache.

A Fujitsu-Siemens running Solaris on Sun Sparc-64 hardware can process 301,670 lines per hour.

My recollection is that Itanic Too is up to twice as fast, with 50% to 100% faster being a more complete characterization.

They must be sweating blood over at Intel - If Hammer is half as good as early reports indicate, especially considering how inexpensive Hammer's platform is, Intel is screwed - and now they've once again committed to Itanic as being Intel's future. This is better for AMD than when P4 was made dependent on Rambus at its launch.

Looks great for Opteron. With the retirement of Alpha and PA-Risc, there certainly is a wide open opportunity in the market for a COTS high performance server line, and the rest of the CPU market, as well. sap.com
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