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

To: Cirruslvr who wrote (12847)	10/11/2000 10:51:47 AM
From: Cirruslvr	Read Replies (4) \| Respond to of 275872

RWT's October Update Here are parts that stuck out in my mind, but just read the whole thing here - realworldtech.com "A check with some systems and component resellers has shown a similar trend for August and September, with some reports of encouraging (though spotty) sales activities for the first week of October. Vendors selling into the DIY market said that Intel and AMD processors are selling 'about the same', but that Intel processors are more readily available. This would seem to indicate that Intel has a bit more inventory on hand than AMD, though there have been some concerns expressed about 'channel stuffing' by AMD to make their shipment numbers." "In addition, one source claimed that AMD may reduce their shipment numbers for K7 processors from 7.2 million to about 5.5 million." "According to Intel's own roadmap, the P4 is to be introduced at 1.4GHz and 1.5GHz, with a 1.7GHz being introduced early in Q1." "Later this month, most likely at about the same time the AMD 760 chipset is announced, the 1.2 GHz Athlon and 800MHz Duron processors will be announced. It appears unlikely that any further speed grades will be announced this year for these processor models. AMD apparently wants to focus upon price/performance rather than raw MHz, and feels that the 1.2GHz Athlon will compare very favorably with the 1.4GHz+ Pentium 4. Though releasing another speed grade this year is possible, AMD will only do this if absolutely necessary to keep the performance leadership. One of the big advantages attributed to the Pentium 4 is its ability to ramp up in speed. Intel has claimed that if they can get the same percentage increase from the P7 (Pentium 4) core as they did from the P6 (PPro/PII/PIII), they could ramp it as high as 7 or 8 GHz! With the introduction of the new processor core later this year AMD feels that they will have some additional headroom as well. This new core, which will be used for the upcoming Mustang, Morgan and Palomino processors, will reportedly have a 1.5v core voltage, allowing AMD to push it back to 1.75v to get additional speed, if necessary later on. Sometime between November 15 and January 15, AMD will be introducing several new processor models, all based upon this new core. This core is designed to allow the L2 cache size to be easily varied up to 2MB. Both the Palomino and Morgan will have desktop and mobile versions, with the mobile offerings including the Gemini technology for advanced power savings. At one point, this was going to be called Power-Now!, though that name has not popped up recently in discussions. The Mustang is geared towards the high-end market now dominated by Intel's Xeon. With the introduction of an SMP capable chipset early next year, and a large (2MB) L2 cache, AMD feels it can wrest the performance crown from Intel in this market also, eventually offering 4-way+ systems as well. Palomino will be the workstation and mainstream processor, while Morgan will supplant the Duron."