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

To: andreas_wonisch who wrote (77420)	4/17/2002 4:32:28 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

The Palomino launch was a disaster, no doubt. But it exceeded only our expectation because the added functionality (SSE, hardware prefetch) and new chipsets (KT266A, nForce) helped it to regain the performance crown from Intel. However, it scaled rather poorly: It was introduced at 1.53 GHz (XP1800+ in October) and is now at 1.73 GHz (XP2100+). That's only a 13% increase in clock-speed over a period of six months. Unfortunately there's no indication that Thoroughbred will scale any better. And since it doesn't have any additional performance enhancement (not even a higher FSB) I don't expect much from it. In fact, the palomino core was introduced at 1.2 GHz with the Athlon MP (along with the A4) and was barely able to reach 1.4GHz. It turns out that it will reach 1.8GHz ultimately. The way AMD is working seems to be, first make it working, start to ship it, then tune up the process. Max