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

To: Joe NYC who wrote (46844)	7/10/2001 6:42:27 AM
From: combjelly	Respond to of 275872

"Another piece of info that would be useful is whether it will support PowerNow." According to what I've been told, it does.

To: Joe NYC who wrote (46844)	7/10/2001 8:10:45 AM
From: combjelly	Read Replies (1) \| Respond to of 275872

"this is the first chipset release for NVdia, and even under the best of intentions, there will be "issues"." Could be. But they seem to be testing pretty rigorously and there seem to be quite a few units out there for evaluation by at least lower tier OEMs. "That would be not be the smartest thing to do. There are a number of compete chipset out there, and there is no reason for AMD to pass on the prospect of higher ASPs Palomino could bring for sake of nForce." I am not so sure. The markets are in a bit of doldrums right now, and there is no real sign that faster chips spark any real interest. Now the gamble could be that when nForce is introduced, that will capture the attention of the gamers. And then when that occurs, the desktop Palominos would be introduced to kick things up a notch. Your speculation about the the need for a re-spin of the Palomino silicon is probably the most likely. But I found it interesting that the Palomino got a pushback, and then that is followed by a week or two by the announcement that nForce is going to be released in mid-August. "What I am curious about is the cost of nForce chipset itself and motherboards based on it, and whether it would be an appropriate platform for a high volume low end Duron based machines for a company like Gateway. " The costs seem to be pretty much in line. While more expensive than, say an i810 chipset, the rumored pricing seems to be a few bucks more than i815 at introduction for the 420. The 220 is supposed to be priced in the $40 range. So motherboards will likely be in the $150 range for a 420. The 220 is aimed more at the Gateways of the world, although it would be a great node for a Beowulf cluster...

To: Joe NYC who wrote (46844)	7/10/2001 12:11:16 PM
From: Pravin Kamdar	Respond to of 275872

Joe, 2. - Palomino had tough time reaching even the modest targets initially proposed - 1.4 to 1.5 GHz, which forced AMD do do another spin. AMD had a terrible time getting Athlon power reduced by 20% to create the Palomino. I'm sure that this was the minimum design target demanded by management. I would bet that the designers had to reduce the drive current on a great many of the transistors that allowed the Athlon to over-clock so well. Without this extra drive margin, the over clocking ability of the Palomino seems limited. Perhaps AMD should have two separate cores -- one for laptops and one for desktops. They could put the punch back into the desktop core and compete with Intel in frequency. Regarding nVidia, I don't see how nForce will not canibalize sales of other nVidia based graphics card sales. Pravin.