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

To: pgerassi who wrote (15587)	10/23/2000 2:21:35 PM
From: Charles R	Read Replies (3) \| Respond to of 275872

Pete, <Sledge maybe, but Clawhammer will be out by Q4 2001, if not sooner. > I don't think so. Let's see. <IMHO, single core Hammer products will be out before dual core ones.> I believe that's the plan. <1.5Mu+ in Q1 is not doable without an increase in RDRAM output and no DRAM manufacturer wants to do that. > How do you know no DRAM manufacturer wants to do that? I would think that the current soft-SDRAM market conditions actually favor a RDRAM push by someone like Samsung. <After that, only the availability of a working DDR-SDRAM chipset and motherboard for the larger pinout (I forget the size of the new P4 pinout) will determine how many P4s ship> True. <ignoring any demand problems> What demand problems? <IMHO, 0.13u copper will be delayed from Intel probably until after Q4 or later. > What is the basis for this? Do you know Tulatin first silicon is in? (Tulatin is 0.13 PIII with a few enhancements) <Thus, P4 will not get to 2.4GHz, even 2.0GHz is a stretch. > I was probably the first one on this thread to raise concerns about scalability of the double pumped ALU and I still have those concerns. At the same time, I have been told that Intel is comfortable with the 2.4G number which was the goal before tapeout. We will know in a few months how this will go. Let's see. <0.13u copper for AMD is doable now in FAB 30, but they will get to it in production qty by late Q3 or early Q4. > Just where in the world do you get this stuff from? What AMD has is probably more like a 0.15 than 0.13. <2GHz Mustang on 0.13u is probable given 1.5GHz by Jan on 0.18u. > This is quite a change from your earlier post about 2G on 0.18! <AMD horses will ship in higher qty than P4 throughout year, although Q4 may be close. > Well, for my investment's sake, I would like to see that happen. <The willingness of AMD to warranty Kyrotech, will keep the speed crown in AMD's hands in the warranteed x86 clock race but, they may not need this help. > Kryotech is a "don't care" for mainstream market unless the cooling can be done for about the same cost a heat sink. <By Q4, clock will matter far less than overall performance> You are one optimistic fella! You are actually saying AMD marketing can raise above the marketing-din of P4 MHz. This when AMD marketing hasn't even been able to break into one major US corporate system 1 1/2 year after introduction of Athlon. Chuck