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

To: Goutam who wrote (16699)	10/30/2000 11:33:46 AM
From: milo_morai	Respond to of 275872

<font color=red>SPEC CFP2000 Performance Time constraints kept us from completing the 6 to 8 hour run of SPECfp2000 on the KT133 chipset, however we managed to get individual scores for it which you will see shortly. But let’s look at how the AMD 760 stacks up to the i840 and i815 in SPECfp2000. Intel’s current fastest setup is the i840 with the Pentium III 1GHz, and the 1GHz Athlon on the AMD 760 has no problem trampling all over that solution. A combination of the new 266MHz FSB and its PC2100 DDR SDRAM provide for this 25% performance lead. We expect that the new Intel Compilers (v5.0) will improve performance another 10% or so in this benchmark for the Intel CPUs, still leaving the Athlon/AMD 760 with a decent lead. From what we’ve seen though this level of performance won’t be enough to compete with the Pentium 4, luckily AMD can also compete on the basis of price and they also have another ace up their sleeves which they have yet to reveal. The performance advantage is severely reduced with just bare minimum compiler optimizations, and as we’re about to find out this isn’t the only time we’ll see that happen. Let's start out by looking at the breakdown of the SPECfp2000 scores... anandtech.com Milo

To: Goutam who wrote (16699)	10/30/2000 11:39:39 AM
From: AK2004	Respond to of 275872

Goutama nice, I wonder if dell is second guessing the number of p4s and their competitive advantage Regards -Albert

To: Goutam who wrote (16699)	10/30/2000 12:39:24 PM
From: tejek	Respond to of 275872

Micron Electronics Inc. will initially pass over Intel's Pentium 4 in favor of the AMD Athlon, Micron executives said. Goutama, Ballsy move on Micron's part....especially since it too is in the process of a turnaround. Clear political ramifications evident as well. Can't hurt to be closer to the sister company of MU. ted

To: Goutam who wrote (16699)	10/30/2000 1:03:20 PM
From: dale_laroy	Respond to of 275872

Micron will probably offer P4 based systems as soon as DDR becomes available for the P4. In the mean time however, I expect MicronPC to become very aggressive with their AMD based systems. My bet is that MicronPC will adopt Palomino the day AMD announces it, just as they adopted the 760 chipset the day AMD announced it.

To: Goutam who wrote (16699)	10/30/2000 1:09:05 PM
From: crazyoldman	Respond to of 275872

Goutams, Re: Micron Passes Over Pentium 4 For Athlon This is Really good news! A few months back when I first heard that Micron was talking about doing an AMD chipset featuring DDR, my impression was they were doing one for Intel and (as usual) AMD's chipset would come after Intel's. Also, Intel didn't (couldn't?) express any interest in Micron's efforts. Micron DDR and chipset support is good for both Micron and AMD!!! Very nice! Kindest regards, CrazyMan

To: Goutam who wrote (16699)	10/30/2000 1:53:59 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Goutama, <Micron Passes Over Pentium 4 For Athlon (10/30/00, 8:01 a.m. ET) By Mark Hachman, TechWeb News > This is the best news we have had in a while! When one puts aside MU's interest in supporting DDR, this may be an indication of the mind-set of the second tier players. It is better to sign up for Athlon than keep worrying for the next few quarters if they are going to get any allocation of P4s. Chuck

To: Goutam who wrote (16699)	10/30/2000 3:35:13 PM
From: Maverick	Respond to of 275872

AMD: MUEI, NEC DDR Platforms Ready To Roll With Athlon. CPQ is evaluating for early 01 10/30/00, 3:19 p.m. ET) Semiconductor Business News TOKYO -- Advanced Micro Devices on Monday announced it is the first chip supplier to offer a PC platform supporting double data rate (DDR) memory. The solution includes the AMD-760 chip set and a new Athlon processor with a 266-MHz front-side bus for the highest grade of DDR memory available, the company said. The move is part of an effort by Advanced Micro Devices Inc. (stock: AMD) to take advantage of Intel's backing of the Direct Rambus memory format, which has been plagued with delays in chip sets from Intel Corp. (stock: INTC) and higher costs compared to today's mainstream SDRAMs. "Fundamentally, DDR memory technology doubles a PC's available memory data transfer rate, at comparable costs to today's SDRAM solutions," said Richard Heye, vice president and general manager of AMD's Microprocessor Division in Austin, Texas. "With DDR memory, a major performance bottleneck is removed, allowing PCs to take advantage of increasing processor frequencies." The new Athlon processor for DDR support is available in 1-GHz, 1.13-GHz, and 1.2-GHz speed grades, said AMD in press conferences held in Tokyo, Taipei, and Paris Monday. For quantities of 1,000 units, the 32-bit processor is priced at $385, $506, and $673, respectively for 1-GHz, 1.13-GHz, and 1.2-GHz speeds. The 760 chip set is priced at $39 in 1,000-unit quantities. AMD said it has worked closely with other companies to support the launch of DDR-based platforms. For example, the Sunnyvale, Calif., company said Smart Modular Technologies Inc., Fremont, Calif., has conducted tests to ensure compatibility and reliability with industry software and standards. Micron Technology Inc. (stock: MU) has also collaborated with AMD, said Mike Seibert, DRAM technical marketing manager for the Boise, Idaho, company. Micron has been an avid supporter of the DDR format. "We are positioning our production capability to support AMD Athlon processor-based DDR platforms with 64, 128, and 256-Mbit DDR technology," Seibert said. Other DDR suppliers include Samsung, Infineon, Elpida, Hyundai, IBM, Mitsubishi, and Toshiba. AMD said PC systems featuring its new Athlon processors and DDR technology are available for ordering in the United States. from Micron Electronics Inc. on the Web and from NEC Computers International in Europe. AMD also said other major PC makers -- including Compaq Computer Corp. (stock: CPQ) -- are evaluating its processors and DDR platforms for product introductions in early 2001 techweb.com