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

To: Jim McMannis who wrote (67018)	1/3/2002 4:02:45 PM
From: Dan3	Respond to of 275872

Re: Northweed has jumped to .13u where it has plenty of headroom At 2GHZ, there is time for an electrical signal to travel something like 15 centimeters through metal. Given the convoluted paths required by on chip routing of traces, this becomes an issue when comparing a 217 cm2 die (about 1.5cm across) with a 116 cm2 die (about 1.1 cm across) - there is nearly a 40% reduction in the width of the chip, and so a 40% reduction in the time needed to traverse the chip, which is one of the benefits expected from the shrink. But Intel made a big deal about the stages in their pipeline with long route traces using forwarding (and multiple clocks) to get across the chip. A side effect could be that the shrink is less beneficial to Intel than it would be had they not already "shortened" the distance needed to travel per clock with on-die "repeaters". Remember that .18 Athlons rated at 1.5 and 1.6 GHZ have been run at 2.2 GHZ by a number of people, almost as fast as any .18 P4. Athlon may not do as badly with a simple shrink as many seem to expect, and Intel may not have quite as much headroom as expected, either.

To: Jim McMannis who wrote (67018)	1/3/2002 8:38:49 PM
From: stribe30	Read Replies (2) \| Respond to of 275872

Hi Jim.. long time no talk As for the failure or success of the AMD PR-rating.. I wondered if you caught this article at Vans hardware: "The Success of AMD's New Nomenclature" 216.194.77.198 Its a few days old, but an interesting read. The author thinks the PR rating is a "coup-d'etat" in his words. I've seen at least 1 or 2 other articles in the "tech press" which also believe that the PR-rating has worked for AMD and has been a good marketing tool.. I dont have sources.. but if pressed I can search the web to find the links and t he site(s). PS - if this story has already been posted here - my apologies.. I've been trying to catch up with this thread. PPS - I hope all of you had a Merry Christmas and will have a Happy New Year