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


To: Joe NYC who wrote (37499)4/26/2001 5:03:37 PM
From: fyodor_Respond to of 275872
 
Joe: Time to do the monthly update of the Roadmap, which consists of moving boxes to the right by 1 quarter

Only the Hammer boxes ;-)

-fyo



To: Joe NYC who wrote (37499)4/26/2001 5:59:02 PM
From: andreas_wonischRead Replies (1) | Respond to of 275872
 
Joe, Re: Time to do the monthly update of the Roadmap, which consists of moving boxes to the right by 1 quarter

I don't think there was ever a processor from AMD or Intel in the last few years that arrived on time. So far the Hammer schedule has only slipped once (this time), and only by a quarter. I think you might be overreacting to this because of the many Palomino slips. Since the cores are developed by completely different teams, I don't think there's a system developing here.

For me the big question mark is not wether Hammer will ship in Q1, Q2 and Q3 (it would be a low volume product at first anyway) but if Palomino can keep up with P4. We will probably know in May or in June if this is the case. If there's much headroom in the cores (i.e. overclockers can take them to >1.5 GHz easily), that would be a good sign. I don't think it's very important to have new features (although SSE and hardware-prefetch would be nice), since Athlon's IPC is already far superior over the P4. As long as AMD can reasonable keep up with Intel's clock-speed progress, nothing will change.

Andreas