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

To: fyodor_ who wrote (63110)	11/8/2001 8:37:20 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

fyodor <edited> re: Looking at the DataQuest numbers (http://event.mediaondemand.com/amd/20011108/slides/Slide48.jpg ), AMD currently has very little "large business" market share. This won't get much better in 2002, except maybe through mobiles (but I don't know what proportion of business computers are mobiles). Interesting that you brought it up since in my view the numbers are far better than I expected. The most drastic growth is in their (500+). amd grew (6.7/1.4-1) = 380% in large amd grew (27.5/9.4-1) = 193% in mid amd grew (39.8/21.2-1) = 88% in small If I interpret numbers correctly now I am beginning to understand why Intel started pricewar. In fact it looks like intel's segmentation is falling apart since amd's presence is leveling off across sectors. Regards -Albert

To: fyodor_ who wrote (63110)	11/8/2001 8:38:34 PM
From: combjelly	Respond to of 275872

"but I have a hard time seeing how they can keep the performance lead they currently seem to have. Northwood will provide a nice boost in IPC - esp. in the many benchmarks that would benefit from a doubling in cache. And frequency scaling (of Northwood) should be quite good as well, of course." I believe that mobile Northwood is supposed to debut at 1.6GHz and 28 watts. The 0.13 micron Athlon4 is supposed to be at 25 watts and a model 1800+ or 1.53GHz (assuming no additional cache). So unless the IPC of the Athlon4 is lower than expected, or the mobile Northwood is a lot higher than expected, the Athlon4 is going to be a lot faster processor. And if Intel doesn't come up with a much better power management scheme, draw less power to boot. geek.com From the slides, AMD claims that the max. (probably TPD) that their laptop parts will draw will be 25 watts. Also note that that Tualitin draws close (but less) to what a PIII draws at about the same clock rate. Note that Athlon4s draw a little less than half of the power that a Palomino draws at the same clock rate. It seems that AMD's bulk Si process at 0.13 micron is capable of operating at less power than at a given speed than Intel's. Ok, the Tualatin very well might have a larger cache, or the AMD processors are running at a lower voltage, but it looks as if the pony cores are more tuned for 0.13 micron than Intel parts. Just something to think about... So I wonder what the power draw of the SOI parts will be?

To: fyodor_ who wrote (63110)	11/8/2001 9:39:26 PM
From: hmaly	Read Replies (1) \| Respond to of 275872

Fyo Re...AMD currently has very little "large business" market share. This won't get much better in 2002, except maybe through mobiles (but I don't know what proportion of business computers are mobiles).<<<<<<<<<< I think the numbers look terrific in business. Look at those small business numbers. Close to 40%: and there are millions of small businesses. Medium business are at 27%, a huge increase in a yr. and Gov. almost doubled in a yr. Gov. alone is probably worth more than the 100 largest corporations. And Amd almost quadrupled their large business. Actually, their smallest increase was in retail. If these numbers haven't changed much since 2q, AMD should do just fine.