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: Cirruslvr who wrote (92162)	2/9/2000 12:34:00 AM
From: Cirruslvr	Respond to of 1575174

Did anyone listen to the AMD and CA announcement today? If so, can you post any important info (if there was any) that wasn't in the press release.

To: Cirruslvr who wrote (92162)	2/9/2000 12:47:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1575174

Cirrus, <Athlon and Cumine are about equal right now...> Coppermine's die already includes cache. Current Athlons need to add off-chip cache and a daughtercard to the cost, while "Socketmines" are already beginning to show up, starting in the low-end, and moving into the entire Pentium III line by the end of this year. Thunderbolt and Spitfire will no doubt have larger die sizes than Coppermine. It won't matter for Thunderbolt, since the performance will sell it, but for Spitfire, the die size can be a real detriment, especially since it's going to compete against Coppermine-128. <It will make sense to argue die size then because Willy (TM Cirruslvr) is supposedly huge vs what will probably be a smaller competing AMD processor.> It won't matter for Willamette, since the performance will sell it. Speaking of which, I don't think Willamette's die size is as big as you think (though it depends on what your assumptions are). Itanium and Foster, well, that's BIG. Tenchusatsu