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

To: dale_laroy who wrote (38973)	5/10/2001 7:35:51 PM
From: fyodor_	Read Replies (2) \| Respond to of 275872

Dale: Sounds to me like the Athlon-H series is Thoroughbred with 512K L2 cache. I don't know what AMD's approach to processor development is (from a management perspective), but it seems to me, that what should have happened once the Tbird was successfully done was: - Make two teams: One team makes K8, one team makes a Tbird derivative. - The requirements for the Tbird derivative are: longer pipeline, lower power consumption, SSE, SSE2 and prefetching. (Maybe this is more of a K8 and K9 thing in terms of complexity&#133) Additionally, AMD should have gone knocking on IBM's door, using them as a foundry for mobile Tbirds using IBM's .18&#181 SOI process. That makes me wonder&# Is the .18&#181 SOI process that IBM offers through its foundry operations the same as IBM's "internal" .18&#181 SOI process? If there are two processes, would it be possible to gain access to the better one by paying "a bit" more? -fyo