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


To: andreas_wonisch who wrote (53072)8/29/2001 6:55:46 PM
From: kash johalRead Replies (1) | Respond to of 275872
 
Andreas,

Hammer is going to be late.

Hammer is going to be a HUGE die (when configured as 2 cores on a chip).

Hammer will have no real software support.

Its likely to be a dead duck like Morgan, Duron, Spitfire,Palomino, K6, K5 et al than a homerun like AThlon.

regards,

Kash



To: andreas_wonisch who wrote (53072)8/30/2001 2:12:23 AM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Andreas,

Good point. My guess is that while Hammer will perform very well (the integrated memory controller alone will do wonders) it won't be a high clock-speed chip compared to Pentium 4. If it was, AMD wouldn't start a new performance rating now. Plus: AMD official said something about "better IPC" and I doubt that is possible with a much longer pipeline.

I think it would be to AMD's benefit if Hammer completely diverged from P4, let's say doubling IPC, and increasing MHz only slightly. If for example 1.5 GHz Hammer outperformed 3 GHz P4, the MHz would truly become meaningless. But as long as the IPCs of P4 and Athlon are in the same ballpark, MHz will be a factor and AMD will have tough time explaining it to the public.

Joe