SI
SI
discoversearch

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: rsi_boy who wrote (18368)11/9/2000 2:10:53 PM
From: Gopher BrokeRead Replies (1) | Respond to of 275872
 
Hence AMD's dilemma and why server CPUs seem to be temporarily deemphasized on the road map.

Did you listen to the CC? The server push starts in Q1. Looks like AMD are aiming at the rack mounted server market with the 760MP. That is an area where there is volume plus demand for high-performance.



To: rsi_boy who wrote (18368)11/9/2000 2:22:32 PM
From: PetzRespond to of 275872
 
rsi, <Large cache Mustangs, this was supposed to be the main improvement> Well, is the Palomino 512K or 256K?

I think the main improvement is 0.15&#181; vs. 0.18&#181; for the current TBird. That should scale to 1.4 GHz almost immediately, but even more than that because the TBird is really limited to 1.2 GHz by heat, not by transistor speed.
The rumored architectural improvements should add another 5% to performance and if its 512K, thats another 5-10%.

Petz



To: rsi_boy who wrote (18368)11/9/2000 2:27:26 PM
From: tejekRead Replies (2) | Respond to of 275872
 
How the market will interpret this CC, it's hard to say. Market swamped by macro effects these days. My worst fear is that analysts will simply ignore AMD's fundamentals and guidance (eg status quo for the last six months)

t.,

The market apparently is not taking it well.....we are at the low of the day inspite of the fact that the Naz is trying to rally.

ted