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

To: wanna_bmw who wrote (57868)	10/9/2001 10:51:02 AM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Wanna: But I think that AMD has regained the performance race temporarily until Northwood arrives. If Northwood gets a decent performance gain (>5%) and the Brookdale DDR chipset ends up performing within a few percentage of the i850, Intel may have a closely performing and closely priced equivalent to AMD's. I originally said that AMD would probably need a 1.5GHz Palomino to beat a 2GHz P4. (I may have said 1.4, but I think I said 1.5) ;-)) I agree that AMD has the high ground in performance, but I think you are severely underestimating Northwood. I doubt the performance increase will be ~ 5%. That much could easily come from using DDR333 memory (c.f. recent benchmarks on the SiS645). Remember, Northwood will feature not only twice the L2 cache (is that a common assumption or has Intel said so?), but also a higher FSB. Additionally, I think it's likely that there will be other, minor tweaks (which could, in themselves, be around 5%). The real kicker is going to be frequency, however. AMD is going to have one heck of a time keeping pace and when you couple that with the higher IPC of Northwood (10% across the board - or more - is not unlikely IMO)&#133 well, AMD can only be thrilled that Intel hasn't received that 193nm SVG equipment yet. -fyo