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To: Cirruslvr who wrote (104657)	6/20/2000 5:48:00 PM
From: Tenchusatsu	Respond to of 186894

Cirrus, <If Mustang ends up coming out on .15, it will be a very low cost server/workstation processor. That may be how AMD intends to go up against the Cascades w/2MB L2 cache, the processor that is over 300mm2. Add LDT and one north bridge per two processors and I think you have a pretty powerful platform for multi-way systems.> Remember that the price of a 2M Cascades ($1900) is much lower than a 2M Tanner (550 MHz Xeon, $3500). Why Intel dropped the price so much, I don't know. Perhaps it's to make way for Itanium coming soon. Also, remember that Cascades already has stable 4-way and 8-way platforms that can support it. It's uncertain whether AMD will even have 2-way chipsets before the end of this year, much less 4-way or 8-way platforms. On the other hand, if AMD plays its cards right, they can make headway into 2-way servers with the 1M Mustang. And the 2-way market is nothing to scoff at either, considering that it is higher volume than 4-way or 8-way. And the margins of the 2-way market are still high enough to make AMD drool with anticipation. Tenchusatsu

To: Cirruslvr who wrote (104657)	6/20/2000 6:42:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Cringe - Re: "You know, a .15 Thunderbird with 1MB L2 cache would be nearly the same size as the current Thunderbird (120mm2). If Mustang ends up coming out on .15, it will be a very low cost server/workstation processor. That may be how AMD intends to go up against the Cascades w/2MB L2 cache, the processor that is over 300mm2. Add LDT and one north bridge per two processors and I think you have a pretty powerful platform for multi-way systems. Got that Tony? ;)" First, you need the a .15 Thunderbird with 1MB L2 cache - it ain't here, Cringe ! Got that ? Second, you need a Add LDT and one north bridge - these aren't here either, Cringe. - Got that? If and when you DO get the above items, then you'll have your potential customers spend 8 to 12 months on testing, verification and validation of system performance. IBM, Compaq , Dell, Gateway, etc., don't want BILLION DOLLAR CUSTOMERS complaining that their "Discount Servers are Down Again !!!". Got that, Cringe? Paul