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: Scumbria who wrote (33423)	3/25/2001 7:50:39 PM
From: Jim McMannis	Respond to of 275872

RE:"Intel is likely scared to death of Palomino. It will offer comparable MHz and much higher IPC than P4." Intel has been running scared for a long time now (read "scramblin'" RE:"And there is absolutely nothing they can do about it" It would sure help if AMD could actually get a Palomino in someones Notebook or Server. AMD keeps dilly dallying and Intel is holding share. (Eyes rolling) Jim

To: Scumbria who wrote (33423)	3/25/2001 8:09:12 PM
From: fyodor_	Read Replies (2) \| Respond to of 275872

Scumbria: Intel is likely scared to death of Palomino. It will offer comparable MHz and much higher IPC than P4. I think Intel is more scared of the Hammer family. They have played their cards for the next couple of years and it isn't even able to significantly trouble the current AMD product. So what happens against the next generation, Hammer series? What happens if AMD has extended the pipeline by 50%, while keeping it reasonable balanced, enabling the chip to run even something like 50% faster? Even if the IPC (on a normalized scale) isn't improved one iota, AMD all of a sudden has equal or better frequency, as well as the awesome potential present in "64bit computing for the masses". And let's not forget that the Hammers will have full* SSE and SSE2 support. * I don't really mean IPC... but rather IPC/(relative-frequency-increase-due-to-pipeline-increase).... ;-) Note that I don't really believe things are that easy for AMD. Intel does have a few good cards to play, even if they aren't aces ;). The first shrink of a new core always seems to give a relatively greater boost than subsequent ones. Additionally, there is still a chance that the P4 can be "fixed". Then there are all those "dark transistors" in the current P4... Northwood will I have a higher IPC than Willamette, if nothing else due to the 512kB L2 cache. Scumbria, wouldn't you agree that the P4 will see significant improvement from the extra cache? I figure it will reduce the risk of thrashing the cache due to the hardware prefetching. -fyo

To: Scumbria who wrote (33423)	3/25/2001 8:09:16 PM
From: TechieGuy-alt	Respond to of 275872

Intel is likely scared to death of Palomino. It will offer comparable MHz and much higher IPC than P4. And there is absolutely nothing they can do about it. They could sue AMD. For what? Who knows. They have always found something ;) TG

To: Scumbria who wrote (33423)	3/25/2001 8:19:54 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

Scumbria, Just how much of a redesign do you think Intel can or will do with the P4 shrink? Jim

To: Scumbria who wrote (33423)	3/25/2001 9:36:53 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Scumbria, what would be your educated guess on IPC increase of Palomino? Assuming we're comparing a 1.5ghz T-bird to a 1.5Ghz Palomino M.

To: Scumbria who wrote (33423)	3/26/2001 12:32:11 AM
From: Charles R	Respond to of 275872

<Intel is likely scared to death of Palomino. It will offer comparable MHz and much higher IPC than P4. > Intel would have been scared to death had Palomino launched in Q4 2000 - P4 would have looked positively pedestrian against a 1.33 or 1.4GHz Palomino and kept the AMD momentum going. I am sure the 3 quarter Palomino delay has made a lot of people at Intel very happy. AMD gained 5 points of market share when it had compelling product advantage from mid-99 until now. Palomino in Q3 provides AMD with a product that is competitive against Northwood with DDR - that should tilt the scales more in favor of Intel and make Intel somewhat "uncomfortable" but not quite "scared to death". <And there is absolutely nothing they can do about it.> P4 sae first silicon in January of 2000. Don't you think Intel would be doing a thing or two to the P4 core to alleviate the "sysmark" problem? The only major holes that AMD has going for AMD now are desktops until Northwood+DDR kicks in, laptops until Intel's 0.13 micron kicks in and servers until Plumas kicks in. Beyond that AMD has little product advantage until Hammer and even Hammer's advantage is becoming tenuous with the schedule slips.