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

To: combjelly who wrote (18726)	11/11/2000 10:53:40 PM
From: fyodor_	Respond to of 275872

<combjelly: Now AMD may field SOI at 0.18 design rules, Motorola is planning to do that, but AMD may wait until 0.13 micron is ready. So we could see SOI chips from AMD by Q2/Q3 of 2001. Definitely by Q4.> If you take a look at the slides shown at the presentation, you'll see "0.13um production commences Q4’01". In the words of Dirk Meyer: "... and we anticipate that we we'll be commencing production by Q4 of next year" From listening to their presentation a couple of times now, I would say that its open to interpretation whether or not AMD are implementing two .13mu processes (one SOI, one not), but there is, imho, no sign at all that they will introduce .18mu SOI. Listening to Bill Siegle and referencing the accompanying slides: Dresden - installing 130nm technology -- HiP7 - installing SOI (silicon on insulator) technology - sampling first Hammer SOI products "...in addition to the ramp we will be installing the next generation of technology, the 130nm HiP7 node. We are installing, as we speak, an SOI process flow... a Silicon-on-Insulator process flow. And that will be used for the first Hammer products, that will begin sampling in 01 as well." Like I said, it seems open to interpretation. One [.13mu] process or two? -fyo

To: combjelly who wrote (18726)	11/11/2000 11:32:04 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

techsearch.cnet.com Cheers Chase upgrade here vuwin.on24.com Milo

To: combjelly who wrote (18726)	11/12/2000 5:11:59 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 275872

Combjelly, <While I would have liked to have seen the 760MP earlier, realistically there isn't much of a market for it until Q2 of next year anyway.> This sounds like pure sour grapes to me. Intel is reporting excellent growth in the server market, including 2-way SMP. Make no mistake, the slip in the 760MP chipset is indeed a big setback for AMD. <The 760MP has a big advantage over Intel's products, the FSB is point to point. Each processor will get a full speed path to the chipset, Intel has that path being shared.> I think you'll find that AMD's "superior" point-to-point bus is much less of an advantage than you might expect. AMD's bus is similar to that used by the Alpha 21264 (EV6), but even a 4-way Alpha server at 667 MHz fails to beat a 4-way 700 MHz P3 Xeon server on TPC-C (30K vs. 34K). And that 4-way Xeon uses a dirt-slow 100 MHz FSB. Although point-to-point is better than shared FSB in theory, I don't expect the 760MP to demonstrate as much of a performance advantage as everyone hopes. Those two Athlon buses are going to be fighting over one DDR SDRAM channel. The MOESI protocol helps a little, but the bandwidth is still very imbalanced on that chipset. <Even the Profusion(TM) chipset has up to 4 Xeons sharing the same 100MHz FSB.> This is incorrect. Profusion has two FSBs in the system supporting four processors each, for a total of eight processors. (There is also a third FSB, but that's only for PCI hubs.) Tenchusatsu