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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: fingolfen who wrote (135374)	5/17/2001 1:06:07 PM
From: Tenchusatsu	Respond to of 186894

Fin, <They seem to be counting on anti-IA-64 backlash.> Exactly. If you were in Jerry Sanders' shoes, wouldn't you do the same? ;-) Tenchusatsu

To: fingolfen who wrote (135374)	5/17/2001 4:28:55 PM
From: dale_laroy	Read Replies (1) \| Respond to of 186894

>>Unless I'm mistaken, the first K8 will be Clawhammer, and that's meant for desktops and workstations. AMD's plans for the high-end revolve around Sledgehammer, which according to the roadmap enables 4-way and 8-way SMP. That is AMD's real answer to McKinley. >You've got a good point there, but I thought that they shared essentially the same core. If so, then its either going to be overpowered and impossible to economically manufacture for the desktop market, or ridiculously underpowered when compared with the IA-64 tier. If they are vastly different cores, AMD might be able to make the positioning, but I really think they've bitten off more than they can chew with this one. They seem to be counting on anti-IA-64 backlash. That may have worked if the chips were out today, but by the time they're out IA-64 will be the standard.... Clawhammer is a more or less standard core. Clawhammer will have an integrated memory controller primarily to reduce costs, and a low speed implementation of HTT to connect it to the PCI controller. It will probably never be as cheap as Duron, even in its value segment incarnation. But the cost savings on the motherboards enabled by integrating the memory controller will eventually bring value segment Hammer system costs below Duron system costs. Slegehammer is a CMP core (two independent cores on the same die). In addition to an integrated memory controller, it will have three HTT connections, one low speed one to connect it to the PCI controller, plus one high speed connection to distributed memory per processor. Sledgehammer is not targeted at Itanium. A better model for the market that Hammer is targeting is the Xeon/MIPS market. Perhaps the ideal Hammer adopter would be SGI, with Hammer being quite adequate for both SGI's workstation and their server markets. About as high end as Sledgehammer will get is that AMD will be attempting to market four processor (eight-way) Sledgehammers as a higher end solution than four-way P4 Xeon. (Well actually, Sledgehammer will get into supercomputers, just as P-III and Athlon have.)