Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (81240)	11/28/1999 12:36:00 PM
From: kapkan4u	Read Replies (1) \| Respond to of 1572580

<A reliable source told me Willamette hits the Fab next week> I guess Willy is finally taping out. It has been a long 6 year journey. A wale of a birth I would say. The world is very different from when the initial Willy specs where put down on paper. You hope they still make sense in today's market. Kap PS. So which one is the silver bullet that will save Intel from disgrace, Willy or Itanic?

To: Elmer who wrote (81240)	11/28/1999 1:09:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1572580

elmer, elmer, elmer: Thank you for your lengthy "some-time-in-the-future" wish list. Hope springs eternal for some it seems. Most disappointed though that, since this is an AMD chat line, you avoided the central question being: Do you really believe it is impossible for AMD to show a profit in 99Q4 and a minimum 15% growth in qtr over qtr revenues, much of it occurring in the microprocessor division and more specifically directly attributable to the very warm reception by major players in the marketplace of the Athlon..."the better mousetrap at the better price"? It's this "better price" thing that must really be spooking you as there is no "here and now" Intel product anywhere (myopic 2 week horizon...guess we'll have to see if that characterization by you is any more accurate than your MIA Athlon August appraisal) that can compete at price with the Athlon, despite long running assurances by you and others to the contrary. You're right in your assessment that I like the longer term prospects for AMD and as stated previously on this thread am currently fully invested in Jan and Apr calls. I do like the sound of those leaps too, and am considering those as well. Can I assume that you own Jan, Apr. and leap puts, or is all of your AMD naysaying, just more "flapping in the breeze"?

To: Elmer who wrote (81240)	11/28/1999 1:53:00 PM
From: kash johal	Read Replies (4) \| Respond to of 1572580

Elmer, Re:"All you can see is what's 2 inches from your nose. Where have you been for the last 20 years while this company has gone from a respectable name in the industry to what is usually called the worst run company in America? The processor division continues to be a major money loser. AMD still has major problems integrating large caches on die. The CuMine is late for sure but if you could see beyond your nose you'd realize it will be here in force and already beats Athlon on every meaningful benchmark. It is a better mousetrap and Intel can build them much cheaper than AMD can build the Athlon. Itanium systems have been demonstrated running 16-way and Athlon has never yet been seen in a 2-way. A reliable source told me Willamette hits the Fab next week, or make that this week seeing as it's now Sunday. Athlon will not be competitive with Willamette but you won't see that until it is immediately in front of your face. All this doesn't guarantee anything. Intel needs to stay paranoid and Athlon will keep them that way, but you have counted your chickens and a next generation or 2 before the first one has hatched. That's silly and your posts are silly because of it. Try and distinguish between your hopes and what is a more realistic appraisal of the situation. If you really believe your own hype then I assume you have loaded up on leaps. I have put my money where my beliefs are. Have you done the same?" So Elmer, based on your loss prediction of $0.65 are u now "short" AMD. Hopefully you will be betting your life savings on the incompetence of AMD just like yousef. Then perhaps the thread will be rid of your "crap". Do tell us your the price when you went "short". And to give yourself some backbone you can keep looking at Intels "fudged" prefetch benchmarks on how great Intels coppermine is. regards, Kash

To: Elmer who wrote (81240)	11/28/1999 2:14:00 PM
From: Dan3	Read Replies (3) \| Respond to of 1572580

Re: All this doesn't guarantee anything.... Hi Elmer, There is always the possibility that Willamettes will come flooding into the market in July, with large performance increases - or are they already halfway here? This late 1998 description of what would make the willamette/foster architecture outperform the coppermine suggests two differences: a deeper pipeline to allow better scaling, and a much improved cache =================================================== He noted that two new features of the Foster processor would be "a longer pipeline" and an "instruction trace cache." The longer pipeline allows Intel to achieve higher "clock" (megahertz) speeds, while the new type of cache eliminates performance bottlenecks in current chips. ======================================================== news.cnet.com Now here is what was added to coppermine to help it compete with Athlon: ========================================================== The Pentium© III processor supports the high-performance Dual Independent Bus (DIB) architecture. The DIB architecture places the level 2 cache on a dedicated, high speed cache bus allowing for the system bus to be freed up from cache traffic. This provides significantly higher overall system bandwidth and allows for a dramatic improvement in system performance and scaleability. Non-Blocking Level 1 Cache The Pentium© III processor includes two separate 16 KB level 1 (L1) caches, one for instruction and one for data. The L1 cache provides fast access to the recently used data, increasing the overall performance of the system. 256 KB, Level 2 Advanced Transfer Cache (Available on certain versions as specified in Figure 1) The Advanced Transfer Cache (ATC) consists of microarchitectural improvements to provide a higher data bandwidth interface between the level 2 cache and the processor core that is completely scaleable with the processor core frequency. Features of the ATC include: Non-Blocking, full speed, on-die level 2 cache 8-way set associativity 256-bit data bus to the level 2 cache Reduced latency interface to cache data (as compared to discrete caches) ======================================================= developer.intel.com If we've already seen a good part of the willamette/foster architectural improvements, then it may be a good year for AMD. When the other half of Intel's new architecture comes on line (additional, deeper pipelines and better queues), Athlon will be adding on die cache and memory bandwidth improvements (DDR266). And given that moving to .18 AL has required some time and effort, moving to .13 for foster will also require time and effort. With demand in Europe and Asia growing very quickly, and demand in North America continuing to be, at least, steady, both companies should have a good next year, and both companies should provide each other with competition. In such a scenario, I expect Intel to maintain a gradually rising market cap, and AMD to take off like a rocket. Intel with a market cap of $325B and AMD with a market cap of $65B by the end of next year? Regards, Dan