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


To: Dan3 who wrote (45104)6/25/2001 2:42:47 PM
From: maui_dudeRespond to of 275872
 
Dan, Re : "In these times of tough server markets, this is just the boost that SUN needed."

check out this article :
ebnews.com

It says :
Analysts said the deal could stir protests and possible antitrust complaints from Sun Microsystems, which is gearing up for a titanic battle against Intel's efforts to move heavily into the 64-bit server and workstation market. Rival Advanced Micro Devices Inc. is also likely to be concerned, because AMD already uses the Alpha EV-6 bus line for its processor bus in its current 32-bit Athlon and Duron processors. AMD and Alpha also had several cooperative development deals underway on advanced chipsets and bus lines for future processors.

Maui.



To: Dan3 who wrote (45104)6/25/2001 3:09:26 PM
From: heatsinker2Read Replies (3) | Respond to of 275872
 
Dan3- Weren't you saying that Tualatin had the same power dissipation as Coppermine? Accoring to JC's ( jc-news.com ), a 1 Ghz Coppermine dissipates 33.9W, while a 1.1 Ghz Tualatin dissipates 27.9W. So the Tualatin dissipation is 17.7% lower at 10% higher frequency. That sure sounds like a power reduction to me.

I have come to the conclusion that the Tualatin will be a better mobile chip than the A4. Also better for dense server applications. I really can't understand why Michael Dell would even consider the A4, unless there is concern over the volume availability. Another possible concern for Dell is that Intel says that they will switch to P4 mobiles, which makes zero sense to me.

AMD should do fine over the next year. They have good products. But they don't have knockout products, so I expect only modest market share gains.



To: Dan3 who wrote (45104)6/25/2001 7:23:29 PM
From: Paul EngelRead Replies (2) | Respond to of 275872
 
Re: "Itanium won't be ready for 1 to 2 years, "

Are you delusional?

ITanium is ready NOW !!!

In two years, the third generation ITanium will be rolling out the door.