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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 261.11

+2.9%

11:10 AM EST

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To: hmaly who wrote (84156)	7/4/2002 5:30:30 PM
From: Petz	Read Replies (2) of 275872

A new theory on UMC Bartons: Recently info surfaced that Bartons will have a ModelHz rating about 1.5 times their clock speed and have 512K cache rather than 256. Then we saw info about their relatively low initial clock speed. I believe the reason for all this is that they will be the new Durons and their MHz will be compared to P4 Celerons. This eliminates the need to explain a big increase in IPC -- they are just being compared against much-slower-than-Northwood Celeron P4s. The lower-than-expected MHz is to be expected of a foundry process. Also, since MHz is limited by the process, it is a good tradeoff to add a little to the cost by increasing to 512K cache. AMD must be confident of decent yields and wants the majority of the Bartons to be considerably faster than the approx. 2 GHz Celerons that Intel will be selling in Q4. Petz

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