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.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: porn_start878 who wrote (9443)	9/20/2000 10:48:16 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

max, >Mustangs will be clocked at worst 1.1 GHz and faster, -it'll have the same amount of cache than Xeon, How much cache is that? On die? Bus width? Speed? I don't personally know. Tony

To: porn_start878 who wrote (9443)	9/20/2000 11:39:17 PM
From: Cirruslvr	Respond to of 275872

Max - RE: "Mustangs will be clocked at worst 1.1 GHz and faster, -it'll have the same amount of cache than Xeon, -it'll have point-to-point chipset which prevents from spliting the bus's bandwidth" I'm not saying Mustang won't be competitive. I think a dual Mustang system should easily blow away a dual Xeon system. "The total unit shipment isn't that huge in the x86 server market; AMD has the capacity to take as much as 35%..." Don't forget AMD is starting from ZERO % in big OEM servers. "I, as you read, admit that 35% in Q3 is exaggerated." You forgot to admit to "12% by june, 18% by august and 25% by october." ;) I'm just trying to point out it won't be as easy as you have typed. I wish it were, I really do, but it won't be.