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

To: peter_luc who wrote (82983)	6/19/2002 6:22:15 PM
From: niceguy767	Respond to of 275872

peter: "Intel won't produce AMD clone – Otellini" INTC won't because INTC can't... "Yamhill just a chimera?" They tried but they couldn't!!! INTC has no choice but to go forward with p(etering out)4 and (t)itanic...

To: peter_luc who wrote (82983)	6/19/2002 6:52:35 PM
From: porn_start878	Respond to of 275872

Re: No x86-64 from Intel So are-they legally tied to that declaration or are-they just trying to discourage support to wait for Yahmill? Could be a best case scenario : MS support for x86-64 with no Intel in this land. This means a harder road to server market but a paved way to the much bigger workstation, consummer and mobile market. They will be alone exploiting the consumer side of the 64bit marketing heaven... Athlon 64 : the only backward compatible Windows 64 CPU. Some performance benefits could be acheived by upgrading video drivers alone. Also, the K8 platform could be the first opportunity to bring cheap MP to masses, which is another marketing heaven (twice the bits, twice the engines). Am-I wrong to think that the HT MP platform could be done way cheaper than existing solutions? A year like 2000 would erase quite a lot of catastrophes like the one comming up this Q. At the light of this article amdmb.com, I'm less bothered by Tbred's scalability. It's always the same story : bad overclocking results from first desktop (see K6-2, K75, TBird, Palomino and then TBred... even the Hammer could added) specimens which are completely forgotten 3 months later. The TBred will easily scale up to 2700+ (2.133GHz) by October and could even reach 2.33GHz if really needed. AMD's .13u will end up being one of the 3 best in the industry. The only thing that I fear is the state of the PC business. And I fear it badly. Max

To: peter_luc who wrote (82983)	6/19/2002 8:03:14 PM
From: AK2004	Respond to of 275872

Peter that announcement is not worth paper it is written on. It is nothing more than a sales pitch for Itanium -Albert

To: peter_luc who wrote (82983)	6/19/2002 11:07:08 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: I think it would be extremely good for AMD if Intel does not adopt X86-64 Did you see the Itanium benchmarks from the link posted by Pravin Kamdar? The 4-way Itanium 800mhz / 4meg cache has the exact same performance (20,670 lines per hour) as a 4-way 700mhz PIII / 2meg cache. A Fujitsu-Siemens running Solaris on Sun Sparc-64 hardware can process 301,670 lines per hour. My recollection is that Itanic Too is up to twice as fast, with 50% to 100% faster being a more complete characterization. They must be sweating blood over at Intel - If Hammer is half as good as early reports indicate, especially considering how inexpensive Hammer's platform is, Intel is screwed - and now they've once again committed to Itanic as being Intel's future. This is better for AMD than when P4 was made dependent on Rambus at its launch. Looks great for Opteron. With the retirement of Alpha and PA-Risc, there certainly is a wide open opportunity in the market for a COTS high performance server line, and the rest of the CPU market, as well. sap.com