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

To: Joe NYC who wrote (78364)	4/25/2002 1:36:48 PM
From: bacchus_ii	Respond to of 275872

Internet Broadcast of Advanced Micro Devices' Annual Meeting of Shareholders corporate-ir.net Gottfried

To: Joe NYC who wrote (78364)	4/25/2002 5:30:34 PM
From: ptanner	Read Replies (2) \| Respond to of 275872

Joe, re: Sledgehammer - Opteron servers at shareholders meeting Thanks for the report on the shareholders meeting. I hope to catch it later today. I had a stray thought on the Clawhammer DP being marketed as an Opteron. Did AMD specifically note whether the processors in the Opteron server were of the "clawhammer DP" or "sledgehammer" variant? I was assuming that they were showing a sledgehammer which was nice since these would be the first real large cache chips from AMD and it is the large cache chips which command high prices. There seems to be a lot of grumbling on the web today over the Claw DP being an Opteron. At least there is a lot of interest in systems which won't be available for more than six months. It seems likely that AMD will disable SMP on the Claws to provide for a clear distinction with the Operton branded models. AMD seems to be heading towards two brand names (Athlon and Opteron) comparable to their Intel counterparts (Pentium and Xeon). I still don't see the Opterons being near the class of the Itanium (huge cache, highly scalable and supported by the leading server OEMs). WRT Xeons, is there a DP only variant or will they all scale to N CPUs? And how many do they extend up to?The Opteron is a new market for AMD and a considerable extension beyond the Athlon MP and I am wondering how it compares with Intel's present Xeon offerings WRT scaling to N-way servers. By strictly limiting 2P operation this will support a higher relative price level - the XP/MP distinction had been "certification" until they disabled the 2P from the XP. Still, the Claw 2P Opteron may be significantly different than its Sledge brethren (single/dual memory channels, caches) but it would still be comparable to the present range of server CPUs marketed under the Xeon brand. re: "64-bit Internet Explorer" Interesting. Was this running on one of the client machines? I thought these were going to be running a 32-bit OS to show full compatibility with the 64-bit server system. Were there any other 64-bit apps noted beyond IIS and Terminal Server? -PT

To: Joe NYC who wrote (78364)	5/1/2002 12:32:48 PM
From: wanna_bmw	Respond to of 275872

Joe, looks like you had a good enough post to be linked to by xbitlabs. AMD: Unofficial Details on New CPUs xbitlabs.com As we read over in one post at the SiliconInvestor, AMD has recently shown the working prototype systems built on the new generation of AMD processors alongside with some other new achievements at a private meeting of the AMD investors. They were showcasing two servers built with Sledgehammer processors (Opteron) and two workstations connected to them built on ClawHammer processors. They used 64bit Windows Server OS version for both and were running IIS and Terminal Server software. On the client systems they were running 64bit Internet Explorer. Also AMD demonstrated how well these systems coped with 32bit applications. According to AMD officials, ClawHammer DP and SledgeHammer processors will use the same Socket 900+ and feature the same amount of HyperTransport (HT) channels: 3. As you remember, SledgeHammer is planned to come out in Q1 2003, and ClawHammer – in Q4 2002. Also AMD claims that with the new solutions it will be much easier to build 4-way systems, as no chipset support will be required: you will only need to have extra HyperTransport channels laid out. They also mentioned a new 32bit AMD processor on Thoroughbred core. AMD representative didn’t go deep into details, but mentioned that this CPU will work faster than Palomino with the same core clock frequency due to some changes in the processor core (I sincerely doubt this statement). The desktop version of this processor has already undergone all the tests and the launching date depends only on the company’s marketing department now. wbmw