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

To: Elmer who wrote (75204)	3/21/2002 8:31:05 PM
From: fyodor_	Read Replies (2) \| Respond to of 275872

Elmer: I'm not one of those who has bought the hammer hype. Show me some real data showing hammer performance. I'll save you the time, there isn't any. But you are one of those who have bought the McKinley hype. Show me some real data showing McKinley performance. I'll save you the time, there isn't any. Of course, Intel insiders may have some performance data on McKinley&#133 just like AMD insiders have on Hammer. -fyo

To: Elmer who wrote (75204)	3/21/2002 8:57:53 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Elmer: AMD is in a position where they have no choice whatsoever but to hype hammer. Be the reality good bad or in between, they would be dead hyping anything but world leading performance. This is 100% Grade A FUD. AMD and Intel always hype the h*ll out of their upcoming products. Intel did it with Merced. Intel did it with NetBurst. Intel is doing it with McKinley. Actually, AMD is in a much better position than "normal" before a product transition. Remember AMD486->K5? Remember K5->K6? Remember K6-K7? Heck, AMD could "just" do a HyperTransport version of Palomino&#133 add some L2 cache, maybe split one or two of the pipeline stages in two&#133 Maybe even add SSE2&#133 Heck, why not the integrated memory controller? Result? Even without the (3) latter suggestions (which certainly would require a greater amount of work to implement)&#133 A performance-competitive chip, lower die size, and lower pin count than current Athlon to boot. Motherboard costs would be lower as well. Sure, this "Athlon2" wouldn't be competitive in the long run, but for the first year or so, it should do just fine. Basic point: AMD is not nearly as seriously pressured as you seem to indicate. -fyo