Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.56

+0.2%

Dec 9 3:59 PM EST

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To: KeithDust2000 who wrote (156616)	4/17/2005 8:57:14 AM
From: TechieGuy-alt	Read Replies (1) of 275872

TG, have you looked at Dempsey (65nm Xeon DP)? 3.8Ghz, 4MB L2, Dual FSB @ 1066Mhz (per core bandwidth increases over current Xeon), FBDIMM. Knowing how well Xeon DP 2M @ 3.6Ghz competes against Opteron @ 2.6Ghz, it´s easy to see how DC Opteron 280 (2.4Ghz) will likely compare to 3.8 Ghz Dempsey. It´s a brute force approach, but it should be effective, and one reason why we´re not seeing more interest in Opteron from OEMs. What can AMD do? I'm not sure. Are these dempsey samples in OEM hands already? Otherwise no way they can make Q1 06. How is the 65nm process? Power? Speed? Yields? How much will that platform cost? One thing that they could do is enable a quad DC platform (8 true cores) for the same price as a dual Dempsey (4 cores). No way Dempsey can compete with 8 Opteron cores in one box. There is no chipset penalty to doing that and in terms of price AMD can easily charge 1/2 of what Intel will probably charge for Dempsey to make lots of money. Plus, that'll suddenly make that "regular" (2P, 4P) Xeon market completely uncompetitive. TG

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