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

To: combjelly who wrote (22652)	12/16/2000 5:09:38 PM
From: semiconeng	Read Replies (4) \| Respond to of 275872

Perhaps you could elucidate? I don't see where the P4, the 1.13GHz PIII, Itanium (okay, we'll wait for McKinley, but...), etc. are real changes. Now their 130nm process if they can adhere to schedule and Tualtin hold some promise, but that is that a done deal as of yet. For all we know, both can turn out much like the "notched" transistor... Weather or not they're "Real Changes" are irrelevant. We were discussing "Shooting Off Appendages". Maybe I misunderstood you proclamation. I thought the issue was can intel execute flawlessly in the future, and can what it has in the pipeline make money. P4 is significant because at 0.13u, the speedpaths will be faster than currently available, power cunsumption will be lower, and all the scalability you could ever want will be ahead of it, instead of behind it. the i850 chipset works, Software optimizations for SSE2, DDR Support, and Multiprocessor Configurations are all going to get better. Most of this will likely occur well before AMD can counter with whatever they are still "developing" as the successor to T-Bird. As far as IA-64, whenever it arrives, it will still be WAY ahead of any kind of "Fake 64" Hammer. IA-64 already has dozens of support vendors, just waiting for launch to jump into the fray, in contrast, "Fake-64" has announced that Sun Microsystems is "Interested". Interested doesn't mean products. While intel is looking forward to the future of true IA-64, AMD has chosen to cling to the past. Intel is expanding it's business beyond microprocessors, and while true, many of those businesses are currently losing money, they represent some of the anticipated high growth areas of the future. In contrast, AMD has chosen to sell off parts of their business that don't deal with semiconductors. Once again, one company is looking to the future, the other clinging to the past. Oh, and by the way, just for your information, Notched Poly was not a "Design Intent" of intel's. Actually, it was a malfunction of one of the Etch tools, that produced the notch, and when intel discovered it at end of line, those parts were significantly faster. So intel implemented it as a "Speed Path" fix. Pure Luck. The problem is, that notching also causes large amounts of power leakage, which was unsuitable for the P860 Process. I believe Notched Poly no longer exists for the next process. A different method has been employed to achieve the same results. What is revolutionary for P860, is intel's use of Fast switching Transistors, and Slow Transistors on the same die. Fast/High Power in areas that need it, Slow/Low Power where speed is not. That's why some parts of P4 seem to run faster than other parts. Read about it here: eet.com So, if ya step back for a second, take off those AMD glasses, and look at the big picture, Whatever mis-steps intel has made in the past couple of years, is the past. Intel is positioned well for the future, whereas AMD is not. Just my Opinion. Semi