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

To: Dan3 who wrote (82884)	6/19/2002 8:49:57 AM
From: Dan3	Respond to of 275872

What is most important to understand is that right now the market is soft and both AMD and Intel are suffering through a chip glut. AMD’s Thoroughbred makes an extremely attractive alternative to the Pentium 4 in the mobile space which is still showing some life especially for AMD. In fact, while a mobile Thoroughbred XP1600+ has a maximum power dissipation rate of only 16W, the Pentium 4 can use as much as 20-27W simply idling. Since mobile chips have higher ASPs and higher margins, it makes sense for AMD to secure this space first especially in today’s market. The current batches of Thoroughbreds seem to demonstrate very good “leakage” characteristics (the power consumed by the chip when it is doing nothing) indicating that AMD is using conservative, mobile friendly process skews with slower transistors. In fact, the current Athlon XP2200+ can almost be viewed as an overclocked mobile part. Pronouncements that AMD is “slipping” with the Thoroughbred based on early overclocking attempts are simply wrongheaded or worse - perhaps even FUD-mongering. Our sources tell us that AMD has been diverting most of its resources to Hammer because of the design’s great promise. Although recently published benchmark results for an 800MHz-locked Clawhammer were impressive in themselves, we have been told that there have been 1600MHz chips available for quite a while as well. [the Inquirer today has a very gloomy story today that 800mhz is it, for now - though since some of those 800mhz samples had 1 meg cache, which would almost certainly have slowed them down, the Inquirer may have been misled] theinquirer.net; With its longer pipeline and cool-and-fast SOI process, the Hammer should scale to significantly higher speeds than the Thoroughbred. Most exciting is that we have very good reason to believe that AMD has accelerated a design that we weren’t expecting until 90nm Hammers. [mobile hammer? dual core? - what else is there?] In fact, samples of this innovation should be available by now or within the next week. We will elaborate on this development shortly. Lastly, Intel has stepped up its FUD War. Expect the disinformation campaign that ratcheted up prior to Computex to continue to escalate perhaps through next year, and especially in the server space. An interesting related development is that Intel’s long-used kickbacks (exclusive discounts or incentives) delivered to marshal OEMs into Intel-only contracts may have found the end of the line. Apparently Intel has been so aggressive recently in threatening to pull these incentives from OEMs that support AMD products that at least one pressured company might now be thinking of reporting the chip giant to the government for anti-competitive behavior. More at: vanshardware.com

To: Dan3 who wrote (82884)	6/19/2002 10:06:40 AM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Dan, Re: <because AMD's price is probably going to be close to cut in half - even from its current book value> Looks like AMD's holding at $9.00, down $0.50 from where it was last Thursday and Friday. Everybody knew it was coming. -tgp

To: Dan3 who wrote (82884)	6/19/2002 10:18:47 AM
From: milo_morai	Respond to of 275872

Dan P4 isn't consistent at all for a CPU that is running at 40% faster per clock , has twice the L2 cache and twice the FSB. And only manages to squeeze out such a small lead. 14% on the 1st mark and 40% anandtech.com and P4 is clocked 40% faster than the Athlon ~8% faster here anandtech.com Tied at 3d rendering anandtech.com Tied at Gaming anandtech.com 5% on JK2 anandtech.com I fail to see how anyone thinks P4 is blowing away a CPU that is 40% slower on clock, has 1/2 the L2 cache and a FSB running 50% slower M.