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

To: kash johal who wrote (53091)	8/29/2001 8:12:19 PM
From: Yousef	Read Replies (1) \| Respond to of 275872

Kash, Re: "Can u imagine AMD trying to compete with a SLOWER, LARGER die." I think they tried this with the K6 a few years ago ... Didn't work then either, IMHO. Make It So, Yousef

To: kash johal who wrote (53091)	8/29/2001 8:18:58 PM
From: AK2004	Respond to of 275872

Kash re: can you imagine? I can. It is easier to digest than amd going with ev6 and yet it proved to be the right choice. Are you sure about the size and/or design? It seems to me that with larger cache and extra processor Sledge should be more than 2x of claw. Regards -Albert

To: kash johal who wrote (53091)	8/29/2001 9:33:21 PM
From: jcholewa	Read Replies (1) \| Respond to of 275872

> Can u imagine AMD trying to compete with a SLOWER, > LARGER die. That's why Claw is going to by far dominate K8 sales. I don't think we'll really see much of Sledge in 2002. AMD will be competing with the Claw against Northwood, if it can. Mind you, that's a huge question mark, but let's at least wait and see what they say at the µPForum. Personally, I do not think that K8 will only be a K7 with 64-bit extensions and SSE2. I'm not even going to guess at what it could be (well, maybe I'll do that later), but I'm content with the possibility of there being nontrivial differences. > And once Windows enables 2 CPU support for desktops > PIV adds multi-threading into the equation. No, it doesn't. Pentium 4 will not support MT. Only Xeon will for the foreseeable future.     -JC