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

To: wanna_bmw who wrote (80378)	5/21/2002 5:01:43 AM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Wanna, Re: <I believe they are a bit lower than their high of 22%,> Marge Inoverra might disagree. Re: <It just seems that the custom design has not been very efficient in terms of density. > Density isn't everything. The "bigger" your design the more surface area you have for heat sinks. Re: <Right now, it seems that AMD's .13u Thoroughbred, and Intel's .13u Northwood may be evenly matched. > I thought you were of the opinion the Thoroughbred hadn't been released yet -- despite the halving of INTC's mobile CPU prices two months ago. Did I err in reading your position? tgptndr

To: wanna_bmw who wrote (80378)	5/21/2002 9:26:29 AM
From: Charles Gryba	Read Replies (1) \| Respond to of 275872

wbmw, you're correct. Marketing is the key. I think AMD's approach is better since ALL programs will run faster on Hammer since no recoding or recompiling will be needed in 32-bit mode. The Intel extensions including hyperthreading need extensive programmer investments to accomplish similar speed increases. It will come down to meeting delivery schedules and marketing this stuff to OEMS. Intel is better than AMD at both of those tasks so I think a lot of the AMD supporters may be in for a long tough battle in the next 18 months. C

To: wanna_bmw who wrote (80378)	5/21/2002 8:22:45 PM
From: hmaly	Respond to of 275872

BMW Re,...But, if you want to look at it in another way, then Intel's .13u process certainly has allowed them a competitive edge, while .18u manufacturing would have left them with a larger and hotter, even if they decided to add the extra cache to their older core. That I, and I believe most on this board will agree with. Intel by going to .13 and adding the extra cache was able to catch and surpass the XP on .18; and even the current .13. but it still remains to be seen how well AMD will do on the marketing side, which by now most people agree is a key ingredient in selling CPUs. If the Hammer is as good as they say, then AMD will finally have a good product to market, with enough resources and chipsets etc. to up their market share. It is a lot easier marketing a hot item. We will see how the reviews go. It's likely that Hyperthreading in the Prescott CPU will give Intel an enormous marketing advantage, since they will be able to brag two CPUs in one. < Intel AFAIK already has hyperthreading chips on the market, in the P4 Zeons, and no one, besides Elmer seems to be going bonkers over their added performance so far. Right now, I expect Hyperthreading to get a big yawn when it comes out. Why buy hyperthreading, when when can buy a dual Hammer for less money with two actual cpu's, not just one acting like two. Neither will have a lot of applications when they show up; however 64 is a lot easier to pronounce and understand, so my bet is on 64. Speculation about Prescott New Instructions, larger cache sizes, dual channel DDR memory, and other things that could make a difference to Pentium 4 based systems over the next year or so. Hammer isn't necessarily the end to all of it. DUH Of course not. But it is a good start for AMD; and if Dirk can keep going, I expect k9 will be another improvement.