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

To: Dan3 who wrote (56058)	9/22/2001 6:47:59 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Dan, Re: "What went wrong with Xeon 2GHZ, forcing its cancellation?" Intel was planning to release Prestonia in Q1, but customers didn't want two server processor lines with overlapping gigahertz. Therefore, 2.0GHz Xeon is cancelled, and 2.0GHz Prestonia comes in January. "Why does a 1.2GHZ Athlon MP outperform a Xeon 1.7GHZ (According to both Anandtech and Ace's Hardware)." The Athlon MP beats the Xeon in dual processor mode, mostly due to a very high bandwidth front side bus design. AMD had to delay their product more than a year to get it working, so it's good that it was worth it. In single processor mode, the Athlon MP gets a very small performance gain over the regular 1.2GHz Athlon in most tests. The only ones where it can beat the Pentium 4 are on the same imaging, 3D rendering, and Linux compiler tests that the Athlon has always been good at. But that's all about to end once Intel introduces the Xeon with Hyperthreading. "What happens to Intel's workstation and server margins over the next 6 months as they try to hold off AMD's dual 1.5GHZ platform that will outperform a dual Xeon 1.7 by nearly 40%? - and cost less! - and not be limited to Rambus!" In 6 months? Intel plans to release their Plumas DDR chipset and Hyperthreaded Prestonia in 3 months (or have you missed the press releases). I'm guessing the 1.5GHz Athlon will have a tough time keeping up. In 6 months, Xeon speeds will be leaving Athlon in the dust, and hyperthreading will distance it even more. "How many years until Intel has an SOI process to compete with the AMD/IBM/Motorola near term solution?" LOL. You still think that SOI is going to be AMD's saving grace. Do you also still think it's going to give them a 4x increase in frequency, like you said SOI was giving the G5? "What will happen when Intel tries to compete with AMD's inexpensive, performance compatible, 64 bit platform? IA-64 is looking more and more like a strategic blunder on the order of Rambus." What 64-bit platform? AMD doesn't have a 64-bit platform, and as AMD's roadmap slowly falls off the edge of the map, one doesn't know if they will ever have a 64-bit platform. If you'll recall, it takes more than a CPU with 64-bit extensions to make a 64-bit platform. IA-64 still has support from every major player in the industry except Sun. Since when did Rambus ever have such support? (Or AMD for that matter)? One other thing is that Itanium is for sale now, and has been for the past couple months. It has at least a year's lead over x86-64, and the 64-bit apps are rolling in. McKinley promises 70% more performance, and even that will be available before Hammer launches. wanna_bmw