Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Joe NYC who wrote (30286)	3/5/2001 2:43:40 AM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Re: "Intel may be in an interesting situation when if it is forced to compete with it's most powerful chips with Athlon in Dual space." That's where you and the AMDroids completely miss the point. A large L2 cache provides enormous system throughput improvements in SMP systems - ENORMOUS - by reducing traffic on the main memory bus. By virtue of its failure to increase the L2 cache beyond 256 K, AMD will be at a great technological disadvantage - and have to sell its CPUs at a huge discount to Intel's large L2 CPUs. Ergo, AMD may - assuming they can even get a functional SMP system to market - pick up a low end design win from the "I'll buy-anything-from-anybody-if-it-isn't-Intel" crowd. Any serious server vendor, however, will spend many, many months evaluating new hardware - and with a Brand New platform - CPU/Chip Set/MotherBoard/Memory/Drivers/Applications - my guess is 6 to 9 months are in order. Re: "How can Intel charge more for the same chip when it goes to 4way box? " Because AMD WILL NOT have a 4-way system !!! They have already GIVEN UP on that for the 760MP - or have you forgotten that? Intel will still have ZERO competition in the 4-way and 8-way x86 SMP server market.