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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (37136)	9/18/1998 2:19:00 AM
From: Paul Engel	Read Replies (2) of 1571040

Tenchusatsu - Re: "it seems that they're counting on AMD to release the 400 MHz K6-2 early in the fourth quarter" You must consider the system performance of the 400 MHz K6-2 - and the 350 MHz one and 450 MHz K6-2 as well . All three of these are STUCK with a 100 MHz L2 cache on the motherboard of a socket 7 system. The CPU clock speed goes up, but the L2 cache speed DOES NOT SCALE ! Thus, the overall system benefits of faster K6-2 will be incrementally SMALL ! On the other hand, Intel's Pentium II has an L2 cache that scales in speed as the Pentium II CPU clock increases - at a ratio of 1 to 2. A 400 MHz Pentium II runs with a 200 MHz L2 cache, TWICE the speed of an L2 cache (100 MHz) on a 400 MHz K6-2 system. This will result in poorer incremental system speeds, requiring AMD to sell these at prices only marginally higher than 350 MHz K6-2s. AMD dearly needs the delayed K6-3 with built in L2 cache. But, the larger die size will cramp their profits as the silicon costs rise by about 44% or more, depending upon AMD's defect density. Paul

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