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

To: Joe NYC who wrote (74221)3/11/2002 11:22:49 PM
From: milo_moraiRespond to of 275872
 
<font color=red>AMD 50% ECS: Product line breakdowns


      Ratio of             Chipset     Product ratio in    
     total shipments (%)   supplier      the segment (%)
 
________________________________________________________
    
P4          30-40            VIA             65
 
                             SiS             20
 
                            Intel            15
________________________________________________________ 
AMD Athlon    50             VIA             40
 
                             SiS             60
________________________________________________________ 
Other        10-20            -               -


Source: company, compiled by DigiTimes, March 2002.

digitimes.com

Milo



To: Joe NYC who wrote (74221)3/12/2002 3:58:42 PM
From: ElmerRead Replies (1) | Respond to of 275872
 
It looks very much like SledgeHammer:
- on chip memory controller
- built in inter-processor links - 4
- built in links for I/O
- gluless SMP
- bigger L2 cache - 1.75MB
- Similar release schedule
- similar SPECint performance (Hammer may be better)


Joe, EV7 is predicting 804 SPECint. That number will be toast any day now. Unless Hammer posts a far higher SPECint score it will be toast too. Again I say, I am not one of those who buys AMD's claims of Hammer setting the performance standard and when you think about it, just what is AMD going to claim at this point? "Wait another year for mediocre performance" won't keep any OEMs on the edge of their chairs. Whether or not Hammer will live up to the hype is unknown but either way AMD has no choice but to hype it to the limit now. My guess is it won't.

EP


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