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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST

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To: Mani1 who started this subject2/19/2003 11:00:55 PM
From: DRBESRead Replies (2) of 275872
 
<Font Color=RED>AMD at the inteL D F

"The AMD Suite


After the meeting with AMD, I walked away with one key visualization. 64-bit notebooks are a reality and they are soon on the way. If one wants a performance notebook, there are some already on the market, but the wait until the Athlon 64 mobile is released is worthwhile if you don’t upgrade your notebook often. The rumor mill has it that there is a planned integrated mobile chipset from NVIDIA to power the notebooks being launched in the September time frame.

Once again, I poked around trying to get answers to some of my favorite questions about the upcoming 64-bit products.

The first question I poised to AMD, when does they plan on supporting newer and faster memory types such as DDR II?

As I was told before, the answer lays in the next core revision of the part. According to the roadmap that I was shown, the second core revision is planned for a Q1 '04 release. This is when AMD is planning to move to the 90nm process. Since DDR II will hopefully be ramping up in volume around this time frame, we should see new memory support as well.

The second question of mine related back to one that I had asked back a few months ago was the possibility of MP based notebooks. While they declined to comment on the possibility of such a beast, they suggested that the Athlon 64 Mobile part would make me happy.

As with the notebook they had on display (playing yet again Harry Potter) was reported yesterday hereby Mike (whom I have now found), looks to be a possible Sony reference design. On the front side of the notebook seen here, you can somewhat see a front volume control, microphone, headphone, firewire, IR, as well as what appears to be an integrated Sony memory stick adapter. Although it is a reference design, it was backed with 256MB of PC-2000 memory, the K8T400 chipset, and an ATI M9 graphics card.

AMD also made mention that a micro-pga package for the current mobile Athlon processor was already sampling. Anandtech picked up earlier today that the Athlon 64 package could be shrunk in theory for use in thin form factor applications. This will probably be more likely when AMD moves to the 90nm process sometime in the 2004 time frame.

Surprisingly enough AMD was also showing of its wonderful Alchemy 802.11 based wireless mini-PCI card. One thing that came into my mind last minute was if AMD was planning on entering into the cell phone chip market at any point? AMD already sells flash memory into handset manufactures such as Nokia, and the Alchemy groups already launched parts could be integrated into mobile handsets."


amdzone.com

So nice of all the guys at inteL to make the foruM "equal opportunity". I wonder how the attendance at the AMD suite is going. After all, that is where most of the really interesting action is.

Regards,

DARBES
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