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

To: THE WATSONYOUTH who wrote (43915)	6/12/2001 6:40:26 AM
From: Gopher Broke	Respond to of 275872

Also, it doesn't necessarily mean they can't reach 1.7GHz Seems to me that, of all the good news out of AMD at present, this apparent new scalability of the Palomino is HUGE. I would not have believed, on the same process, that the Athlon could even come close to the P4 in terms of raw clock speed. Intel seems to have been standing still for some time now and even slipping the 2GHz P4 date. Are they having real problems scaling the double-pumped pipeline stages?

To: THE WATSONYOUTH who wrote (43915)	6/12/2001 2:01:24 PM
From: Charles R	Respond to of 275872

TWY, <These frequencies and voltages are chosen to competitively fit into this SFF(35W) regime. It appears AMD simply is offering a high and a low performance cheaper option for that space. They also bump up the performance over time. Since, even 1.3GHz P4 probably exceeds 35W, AMD's offerings should be competitive against 1GHz P3s and lower freq. Celerons now and against 1.20GHz / 1.13GHz /1GHz Tualatins later. I assume this SFF is a new regime for AMD. The 1.3GHz Palomino at 1.5v implies a 1.6GHz Palomino at 1.8V. That's about 14% beyond what T birds will reach on .18um. Now....1.7GHz would be much better, but I think 1.6GHz is reasonable. Also, it doesn't necessarily mean they can't reach 1.7GHz.> Interesting line of thought. Still makes me wonder why AMD would do 1.1GHz Thunderbird at 1.4V in Q2 and 1.1GHz Palomino at 1.5V in Q3. Shouldn't it be at least 1.2G given Palomino is a quarter behind and is supposed to have a 20% power dissipation advantage? We will get to know soon enough. Could you let us know of your thoughts if you have a chance of looking at cross-sections of Palominos and Thunderbirds from a similar time frame? Thanks, Chuck

To: THE WATSONYOUTH who wrote (43915)	6/13/2001 10:48:18 PM
From: Joe NYC	Respond to of 275872

TWY, Since, even 1.3GHz P4 probably exceeds 35W, AMD's offerings should be competitive against 1GHz P3s and lower freq. Celerons now and against 1.20GHz / 1.13GHz /1GHz Tualatins later. I assume this SFF is a new regime for AMD. AMD could enable PowerNow on the processors, and a OEM / BIOS manufacturer could program the clock throttling in a way that the processor does not exceed some threshold required for SFF, say 60C, and the 35W restriction could go away theoretically go away, while the performance would be be up to the top of the performance range. The only possible problem with this theory is that the system would need a power supply able to provide the peek power to the processor, extra 30 to 35 Watts, which probably makes this idea a non-starter for SFF. Joe