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

To: TimF who wrote (117843)	6/27/2000 1:26:00 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 1575647

From two articles that came out today - (my comments after the ">") "To date, AMD has simply said that the Mustang will offer significant power savings, based upon a redesign of the transistors upon which the chip is manufactured." "AMD's Sledgehammer 64-bit processor is expected to sample early next year and challenge Intel's own 64-bit offering, Itanium. The successor to the AMD Mustang, an unnamed 32-bit core, will begin life at 2-GHz." > Sampling early next year means it may come out around the time McKinley comes out which is supposed to be 2H '01. I wonder what kind of performance AMD is shooting for. But since Sledgehammer offers a 64 bit extension to x86, I doubt Sledgehammer will compete with IA64 in the same market. Does this statement also mean Sledgehammer won't be the true successor to Athlon? I thought Sledgehammer was supposed to be AMD's sole processor after Athlon, and it would do 32 bit faster than Athlon and have 64 bit to boot. But now AMD also has a different 32 bit processor that will come out after Athlon? Or I am just misinterpretating the sentence? techweb.com "Fab 30, which began shipping copper this month, is running at about 20 percent of its 5,000 wafer-per-week manufacturing goal, according to Ruiz." >During the period of Q1 earnings release, it was at 600 wpw. Now, it is 1000 wpw. "AMDs strategy, as described by Ruiz, is a three-legged stool, with each leg representing a market segment. PC processors may be the dominant leg right now, but AMD is also targeting servers and Internet appliances -- legs two and three -- for its chips. Ruiz said to expect AMD-based Internet appliances sometime in 2001 -- possibly some of them based on the Linux operating system." >Its is good to see AMD is real serious about servers, but too bad we can't tell since no 2-way chipsets are out yet, and the Athlon has been shipping for a whole year now... Those higher ASPs will help fend off Intel once they get their capacity together. AMD's dedication to Internet appiances is new to me. I thought they were just going to have processors for the market, but now it seems they are going to make the whole appliance. zdnet.com