Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: combjelly who wrote (76279)	4/3/2002 12:45:22 AM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Combjelly: It does not matter since we are looking at a process limit. Whose to say that Tbird could not have gone to 1.6 or 1.8GHz if they kept doing Tbirds and refining the process. Intel changes the layout a few times within a generation, but you do not allow AMD the same ability? Is a 1.4GHZ Tualatin the fastest it can go? Does Intel limit it as AMD stopped doing Tbirds at 1.4GHz even though many could do 1.6Ghz at stock voltage? And does most of your benchmarks include older software with only SSE or x87 code only? Without SSE2, P4 is a dog in FP getting lower numbers than a Tualatin. And much of the software out there today does not have either SSE2 or other P4 opts. AXP 2100+ definitely runs as fast as a 2.1GHz Tbird and even more so compared to a external cache 512KB 0.25u 1GHz Athlon in Slot A. Since a 2GHz AXP would have a model number of 2500+, I would agree that Intel will have a hard time competing with it especially since the multiplier at that point would be 15x (I forget the current top multiplier, but 18x comes to mind). To go higher speeds would either cause the multipliers to rise or FSB would need to rise to 166 (2.5GHz or about 3200+ under current formula) or 200 (3GHz or about 4000+ under current formula)(18x133 is 2.4GHz or about 3100+). Since only in heavily P4 skewed benchmarks is the rating approximate to NW clock, these ratings would allow Tbred and by extention Barton exceed P4 NW speeds throughout this year. As to CH, a 3400+ rating will hurt P4 NW even more due to SSE2 being present in Hammers. It is not in most of the subtests in the suite in comparison to Tbird thus not affecting the QS ratings much. If the SSE2 boosts Hammers to the same extent that the ratio to P4 is the same as x87 performance to P4 x87, P4 is in a world of hurt. Pete