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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (152525)	12/14/2001 1:36:19 PM
From: wanna_bmw	Respond to of 186894

Tony, Re: "Don't know how well a 2000+, in Quantispeed lingo, will compete with Northwood if it does come out at 2200 at the crack of the new year." Did you also notice that they had TBred as having the same power dissipation as Palomino? Clearly, this is all guesswork. It's doubtful that they will be able to predict AMD's bin splits over the next year. My guess, given partially credible information, is that AMD will launch yet another low volume paper launch in response to Northwood, probably the night before (as some rumor sites have mentioned). This will be the model 2000+. By the end of Q1, AMD will launch TBred to cover some of the low volume bins of Palomino, namely, the 1900+ and 2000+ bins, and they may even go up to 2200+. If SOI makes it on time in Q3, then AMD may just start launching Barton chips at up to model 2600+. If not, they may try to push TBred to 2400+ or 2500+. It's not certain, yet, whether TBred or Barton will have 256KB of L2 or 512KB of L2. Many reports are suggesting the former because of the small 80mm^2 TBred die size. Others claim that 512KB would be possible at that die size, too. My instincts tell me that AMD will always try to pull one over Intel, which is why I think they will go with 512KB of L2. In that case, Northwood performance may be challenged. If AMD sticks with 256KB, I have a feeling that Northwood will start having an advantage over the AMD model numbering scheme, especially since performance is bound to diverge from the rating, since AMD has thus far been linear in their naming convention. It looks to me like Hammer will eventually slip to 2003. That seems very probable, given that there has been little word of tapeout. AMD will also have to make sure that there is a minimal amount of infrastructure in place before they launch if they don't want Intel to capitalize on their ramping difficulties (associated with any new micro-architecture). So don't take those roadmaps to heart. So many things can change, and boxes usually end up moving to the right, anyway. wbmw