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

To: Paul Ma who wrote (20150)	11/21/2000 11:39:02 PM
From: Dan3	Respond to of 275872

Re: It doesn't look too good Did you do the arithmetic? A 1.5GHZ tbird without the power reduction would use 1.25 times as much power as a 1.2GHZ chip. (1.5/1.2) .8 times 1.25 = 1 So a 1.5GHZ Palamino would use exactly the same amount of power as a 1.2GHZ Thunderbird. Regards, Dan Considering that the benchmarks have shown that Intel will need a 2GHZ part to keep up with a 1.5GHZ Thunderbird/Palamino, I'd say the pressure is back on intel if that 20% power reduction is correct.

To: Paul Ma who wrote (20150)	11/22/2000 8:16:42 AM
From: porn_start878	Read Replies (1) \| Respond to of 275872

It doesn't look too good. The only change is 20% power reduction, no performance enhancements. It seems dubious that AMD can scale to 1.5 gig in volume on .18 to me. The mobile sector is promising though... at least for now because the chips will be running slower than desktop and will therefore need less power, plus this area should provide a new source of high ASP revenue Anand may be right about power dissipation (however I read 40% elsewhere), but I think his sources on the infrastructure are too much public. I think his sources didn't want to leak AMD confidential details on the palomino. Max