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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.92

+0.7%

12:06 PM EST

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To: Pravin Kamdar who wrote (133615)	9/23/2004 6:15:16 PM
From: pgerassi	Read Replies (3) of 275872

Dear Pravin: There is no wall at 2GHz since any A64 90nm 3500+ 939 is already at 2.2GHz. 2GHz 754s at 35W AMD TDPmax may roughly use the same power as 21.5W Intel TDPtyp 2GHz Dothans. By using AMD's definitions and calculation methods, 1.6, 1.8 and 2GHz Dothans use 30.6W TDPmax and given AMD's use of family ratings, easily could be called 35W TDPmax CPUs. Where are the 2.2GHz@800FSB Dothans? Given that a 35W MA64 2800+ runs at 1.8GHz and that 2.4GHz A64s use the same process, it is reasonable to assume that a 35W 90nm MA64 3000+ could run at 2.6GHz using less than 89W. Furthermore, it is reasonable that a 90nm Opteron x46EE (2GHz@35W) can be made which then given x40EE and x46HE on the same process yields a x46EE and a x54HE (2.8GHz@55W) with a x58 (3.2GHz) or x60 (3.4GHz) being the top bin. Of course, 65nm could come soon enough to make the top 90nm bin lower. We will know what the top bins are likely to be once overclocking sites use the 90nm A64 versions. Pete

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