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

To: Gopher Broke who wrote (79691)	5/8/2002 7:39:01 AM
From: hmaly	Read Replies (2) \| Respond to of 275872

Gopher Broke Re..A roadmap at AMD Now Russia, claims that the 2200+ Thoroughbred chip, slated for release sometime between mid May and June, will be followed by other Thoroughbreds at 2400+ in Q3, and 2600+ in Q4.<<<<<<<<<<<<< Frankly, I consider, as Jerry does, the future of AMD will be Hammer. I sincerely doubt if AMD can afford to waste the time and money on getting the Tbreds up to 2600 by the end of the yr. It is fine if AMD can do it, but not at the expense of Hammer. All of this whinning lately by the Bee's, is exactly what we saw just before Athlon, when the K6 was their target. AMD didn't fold then, and it is highly unlikely AMD will fold now. It is especially a ho hummer with the recent reports that sales of pc's were flat, and show no sign of a pickup. It will be important for Hammer to get here for the uptick. Further, the map says that Barton, which has 512K of level two cache, will hit the decks around the time of the Thoroughbred 2600+. debuting at a PR figure of 2800+, followed by a 3000+ during Q1 of next year. This one will be important, because of its 512k cache, and it will be a mobile also, so it will be well worth the trouble if AMD can meet the numbers. The Clawhammer, AMD's first X86-64 processor, which is expected to be released in October, will arrive with ratings of 3400+, which will morph into 4000+ in Q1 of next year.<<<<<<<<< This one is music to my ears, and will be worth a few sheckels in my pocket. 3400+ m should silence the critics for awhile. Un-noticed by many the other day was this line by Anand; which re-enforced THG statement back in Jan. <<<That statement doesn't come without stipulations however; since all of our benchmarks used officially supported PC800 RDRAM (going to PC1066 would result in another boost in performance over what you see here) that does mean that in order to get the highest performance out of the Pentium 4 you will have to go to the RDRAM based i850/850E. As you can conclude on your own by looking at the necessary math, there isn't a single Pentium 4 DDR solution available today that can offer the amount of bandwidth necessary to feed a 4.26GB/s 533MHz FSB. Especially as CPU clock speeds increase, the Pentium 4's dependency on a high bandwidth memory bus will increase as well. While we haven't included the numbers here (we're planning another Pentium 4 chipset comparison in the near future), pairing the Pentium 4 up with Intel's 845 solution paints a significantly different performance picture.<<<<<<<<< In others words, there is a time bomb in there. Intel has to revive Rambus, in order to compete now, and certainly won't without it when Hammer arrives. I am beginning to believe Dan3 was right in his scaling predictions for P4 when he says P4 will need faster Ram, that the latency of memory seeks will kill P4 at higher speeds. P4 was designed for Rambus, but rambus has failed to gain the necessary market share to survive. Will P4 revive Rambus before Hammer? NNNNAAAAAAAAAHHHHH. I predict that Yamhills biggest contribution for Intel will be a integrated memory controller, just like Hammer, so P4 can compete without Rambus. Until then, if AMD can stay reasonably close with its cheaper DDR solutions, AMD will be just fine.

To: Gopher Broke who wrote (79691)	5/8/2002 8:29:16 AM
From: niceguy767	Respond to of 275872

GopherBroke: "Here's hoping these numbers are achievable." Im0possible, yields are so bad at Dresden, it will have closed down by q4...that's the truth, no lie!!! hehehe!!!

To: Gopher Broke who wrote (79691)	5/8/2002 3:58:31 PM
From: ptanner	Respond to of 275872

re: AMD Now Russia Roadmap Other than minor details (1400 Duron, 2600+ TBred and schedules for Barton/CH) I believe this roadmap is merely a presentation of the same detailed roadmaps AMD has presented to the analysts. I don't think it represents any additional official AMD information and instead has been simply elaborated from previous AMD roadmaps. It was nice to see that the SiS and Ali Hammer chipsets appear to plan for IEEE 1394 support and Via/SiS plan for Serial ATA. -PT