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

To: Charles Gryba who wrote (71722)	2/16/2002 3:11:00 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 275872

Yamhill is based on P4 core and will be 32 bit internally. 64 bit performance will suck - probably a bit better than the Hammer emulator but nowhere near Hammer itself. It will do as a stopgap until Intel can produce a true 64 bit x86-64 processor but it will not compete easily with Hammer. More of a face-saving rearguard action for Intel I would say.

To: Charles Gryba who wrote (71722)	2/16/2002 4:28:57 PM
From: milo_morai	Respond to of 275872

<font color= blue>2.2Ghz NW story I was chatting with a fellow gamer today Kick N says: real funny my P4 is faster then any AMD out right now Milo Morai says: clock wise it is but not performance wise Kick N says: it out ranks all except a few Kick N says: I have the P4 2.2 Northwood Milo Morai says: anandtech.com Milo Morai says: it's 3rd in CAD Milo Morai says: on the 1st mark Milo Morai says: it's a good CPU Milo Morai says: did you get DDR or RDRam Kick N says: right now my damn Motherboard is pissing me off Kick N says: rd Milo Morai says: I'm going to get a Tbred AMD's 130nm cpu and a Asus MB Milo Morai says: AMD is coming out with hammer (K8) x86-64.org a 64 bit cpu Kick N says: I bought this D850MV and for some reason, I don't know if something is overheating or there is a resource conflict but my system just locks up outta no where Kick N says: and my sound card squeals outta the speakers.. Audigy , Live 5.1, and the onboard Kick N says: I've tried all three, and I put in a new network card that was different still same out come Kick N says: I think it's this intel MB Milo Morai says: who made the PC Dell? Kick N says: no I built it Milo Morai says: ah Kick N says: but I know how to do this shit What's funny is he only wants Intel. I'm on my 12th year of using AMD cpu's and no complaints except one time with a K6-2 I had a Issue one brand of video cards. M.

To: Charles Gryba who wrote (71722)	2/16/2002 4:46:38 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: I think Intel can produce and sell more Yamhill cpus in 1 quarter than AMD can produce and sell hammer cpus in 1 year. It depends on the year. Giving yamhill a full green light instantly kills any hopes for Itanium success - they won't make that particular move lightly, though the recent news about Yamhill may indicate that Madison isn't much of an improvement on McKinley. Once they decide to kill off Itanium, they need a lot more than just the yamhill chip. They also need to get chipsets designed and tested, and motherboards designed and tested. That's probably around 1H 2003 - when Clawhammer will be moving to .09 and 64mm2. At that size, Dresden should be good for close to 16 million Hammers per quarter, and by then AMD will have well established platforms to take those chips - including mobile platforms. If UMC is suppling 4 million Durons per quarter at the same time, we would likely see Intel shipping 15 million Prescott P4s, 10 million Northwood Celerons, and no more than 10 million Yamhills. The platform would just be too new for much more than that. 2H 2003 and 2004, Intel would match, then exceed AMD's run rate, unless they expanded Dresden (which it was designed for). By 2005, the new joint venture FAB is scheduled to be able to ship 50,000,000 Hammers per quarter. The Itanium line, of course, would be all but dead at that point. Intel could lose the ball game, here. It's no wonder they're scrambling to replace Itanic. But, as we've seen from P4, and Itanium, it takes Intel a long, long, time to bring a new platform to market.