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


To: jcholewa who wrote (60137)10/25/2001 12:37:51 PM
From: ElmerRead Replies (2) | Respond to of 275872
 
AMD's big loss quarter was simultaneous with the time period in which AMD lost the "performance crown". I do not know if there was a causality, but if there was, then there is some basis for assuming that a higher performing product (from a relative to opponent standpoint) will give them a stronger bottom line.

Somehow they will have to unlose Gateway and IBM.

Will it? Can you justify that? How long before McKinley reaches mass production will they have to start pilot production?

McKinley was publicly demonstrated last January running in a 4-way configuration. I would say that makes it much more likely to appear before hammer. Hammer has probably not even taped out yet.

EP



To: jcholewa who wrote (60137)10/25/2001 12:46:48 PM
From: TenchusatsuRead Replies (1) | Respond to of 275872
 
JC, <Given that more evolutionary products than revolutionary succeed in the marketplace, why do you think that this is a bad thing?>

It's not a bad thing, but expecting it to be the savior of the company is. If you've already got a good quarterback but your team is still losing, maybe replacing the QB with someone better isn't the solution.

<Will it? Can you justify that? How long before McKinley reaches mass production will they have to start pilot production?>

Pilot production is coming soon. Actual release is scheduled for mid-2002. Remember that McKinley (A0) taped out quite a while ago, unlike Hammer.

Tenchusatsu



To: jcholewa who wrote (60137)10/25/2001 12:48:07 PM
From: wanna_bmwRead Replies (2) | Respond to of 275872
 
JC, Re: "AMD's big loss quarter was simultaneous with the time period in which AMD lost the "performance crown"."

It was due to much more than simply losing the performance crown. Even with benchmarks showing them as having the faster processor, AMD was unable to get design wins for their newest products, they were having a tough time with OEM relations, such as Gateway and IBM, they had their goals so set on gaining market share that they dropped ASPs down to the point where they are losing money on most of the processors they sold, and they were continuing their poor marketing effort by not showing the benefits of their product line to the rest of the consumer world. And still, how many tier 1 or 2 OEMs are supporting the Athlon MP? How are their relations with other OEMs that have pledged exclusive relations with Intel? How is their marketing doing, now that the first wave of Athlon XP QuantiSpeed press has finished? ASPs are up, but will it last? They are already falling, and some news sites predict a large price drop along with Intel's price drop on Monday.

AMD's problems stem from much more than just performance. Of course, many so-called investors on this thread believe that performance is the direct route to a higher stock price, and any fraction of a percent in AMD's favor is going to magically give them some return. It should be obvious after three quarters this year that AMD's K7 party is over, and through their huge successes, they've failed to improve the company enough to win the next generation of products.

wanna_bmw



To: jcholewa who wrote (60137)10/25/2001 1:07:18 PM
From: Paul EngelRespond to of 275872
 
Re: "Funny how McKinley will arrive before Hammer.
Will it? Can you justify that? How long before McKinley reaches mass production will they have to start pilot production?"

The McKinley chip design is Intel's next-g"eneration, 64-bit processor line--a 220-million transistor IC that has been in sampling for the last six months, according to Otellini. But observers do not believe that this chip will be formally introduced until next year. "

Intel demos 3.5-GHz Pentium 4, claims 4-GHz version is on 'horizon'

By Mark LaPedus, Semiconductor Business News
Aug 28, 2001 (9:46 AM)

URL: siliconstrategies.com

SAN JOSE -- During the Intel Developer Forum (IDF) here today, Intel Corp. gave a sneak preview of its microprocessor roadmap, including the demonstration of a Pentium 4 processor running at 3.5-GHz speeds.

The Santa Clara, Calif.-based company also showed a new, low-power microprocessor for notebooks, code-named "Banias," and it disclosed more details of future server-oriented processors, including the "Foster" and "McKinley" chips.

Zooming in on the desktop market, Intel demonstrated a 3.5-GHz Pentium 4, which based on the company's new 0.13-micron process technology. Intel showed a system, based on the 3.5-GHz Pentium 4, linked to several computers via a wireless local area network. The networking scheme was based on the 802.11 wireless LAN standard, it was noted.

Intel's 3.5-GHz processor is a prototype and will not appear in the market until later. But the chip demonstrates Intel's desire to maintain the performance lead in the central processor market against its main rival--Advanced Micro Devices Inc.

At present, Intel's fastest processor is a 2-GHz Pentium 4, which was rolled out by the company on Monday. That 32-bit processor is based on the company's 0.18-micron process technology (see Aug. 27 story).

"Yesterday, we showed a 2-GHz processor," noted Paul Otellini, executive vice president and general Manager of the Intel Architecture Group. "Today, we showed a 3.5-GHz processor. A 4-GHz processor is on the horizon," Otellini said, during today's keynote speech. "We're convinced that we can scale [the Pentium 4] to 10-GHz," he added.

Analysts believe that Intel could boost the speeds of the Pentium 4--over time using new process technologies and other techniques. Intel plans to roll out a 2.2-GHz Pentium 4 chip, based on 0.13-micron process technology, by the end of this year. That central processing unit iscode-named "Northwood."

"I think Intel can achieve these performance levels," said analyst Dean McCarron, who tracks the processor industry for Mercury Research Inc. of Scottsdale, Ariz. "But I don't think you will see [the 3.5-GHz processor] until later next year."

Meanwhile, on the server side of CPUs, Intel today disclosed a few more details about its Foster and McKinley processors. At the high-end of the server market, Intel is currently selling a 64-bit chip, called Itanium. The code-name for Itanium has been "Merced."

The McKinley chip design is Intel's next-generation, 64-bit processor line--a 220-million transistor IC that has been in sampling for the last six months, according to Otellini. But observers do not believe that this chip will be formally introduced until next year.

Unlike the current Itanium chip, McKinley will incorporate the Level 3 on the processor itself. It will also include six-integer unit, as opposed to four with the Itanium, he said.

Another key to Intel's server strategy is the Foster processor. This chip is actually a Pentium 4, which has been tweaked for the server market.

The Foster series of processors will eventually replace Intel's Xeon line, which is based on the company's Pentium III processor architecture.

Systems based on Foster-like processors will not only be geared for the server market, but also mainstream applications. "We would like to migrate [server-based processors] to the desktop," Otellini said.

Intel is also pouring its vast resources in the notebook side of the market. At IDF, Intel dropped hints that it is developing a new, low-power device--the "Banias" processor design. The company provided little or no details about the product, however.