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

To: Elmer who wrote (78389)	4/25/2002 6:27:41 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 275872

Elmer, Re: "Hammer will not be competitive with McKinley onwards." I don't know one way or another, but one thing I'd like to do is manage expectations realistically. Itanium 2 performance is already being projected as quite high, and so is Opteron. But comparing the two is also comparing a .18u generation processor with a .13u SOI generation processor. It might be more applicable to compare two processors that will launch at around the same time, and be on similar manufacturing, and that would be Madison and Opteron. Between those two, anything is possible. However, with Itanium 2 looking as good as it is, Madison will perform similarly or better (due to the extra cache), and clock much higher. If Intel can get 50% higher frequencies (which is realistic, IMO, from one process generation to the next), then a 1.5GHz Madison should be a very high performing CPU! wbmw

To: Elmer who wrote (78389)	4/26/2002 2:44:17 AM
From: hmaly	Read Replies (2) \| Respond to of 275872

Elmer Re...You'll get no argument from me there but time moves in the forward direction and yesterday's sales don't mean anything.<<<< My bet is that 5 yrs form now you will still be saying that about Itanium. <<<<<Hammer will not be competitive with McKinley onwards.<<<<< Hammer doesn't have to be. Itanium is the one who have to justify a new operating system. It won't be easy, especially if the report by the Vans is true. Microsoft is Committed to AMD’s x86-64 Sources attending Seattle’s WinHEC 2002 maintained that Microsoft has successfully pressured Goliath chipmaker Intel Corporation into adopting archrival AMD’s new 64-bit chip language. According to our confidential sources, the Redmond, Washington-based software vendor expressed a clear preference for Advanced Micro Devices’ x86-64 instruction set over Intel’s competing IA-64. Furthermore, the OS developer advised Intel to comply with x86-64 if the Santa Clara, California-based chipmaker desired ongoing 64-bit support.<<<<<<