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


To: wanna_bmw who wrote (76516)4/4/2002 6:03:50 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
wbmw,

The estimate seems reasonable, if you add a couple of things which may not be in your estimate:
- L2 going from 256 to 512 added 13.8% to NW
- there is no reason for AMD not to present the CPU in 64bit long mode, with extra general purpose registers. This can amount to performance increase of 5% to 7.5%
- initial clock speed may reach 2.2 GHz on Clawhammer part

This could bring you closer to the 1300 estimate.

Joe