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

To: Dan3 who wrote (83125)	6/20/2002 8:19:07 PM
From: Joe NYC	Respond to of 275872

Dan, You've got it backwards. AMD should have completely dropped the L2, leaving the 128K L1. That would have given it about the IPC of Northwood, and let the chip clock higher. Intel is doing well selling 1.8ghz P4s on an sdram platform against DDR Athlon 1900+ models. The last thing AMD needs to do is improve IPC - which always lowers clock speed. I don't think it will work. AMD can only win by designing more attractive products, and hoping that market will recognzie them, and pay reasonable prices for them. AMD can never match Intel marketing efforts, or the loudness of it's loudspeaker. While Intel can get away with selling crappy (such as Willamette on SDRAM), AMD can't. There is no profit in the low end, and AMD will never make any profit selling low end chips. It is one thing to add low end chips to mainstream and high end mix, to win market share, but with absence of high end chips, AMD will never make money. So the idea should not have been "how can we the most CPUs from a microprocessor single fab?". It should have been: "How do we produce the highest revenue from a single microprocessor fab". Anyway, not that it would make much difference in Q2, but Q3 would be more positive if Tbred had 512k L2. Joe PS: Why do you think AMD lost 2 out of 3 server database tests in Anand's server test: anandtech.com The answer is lack of 512k L2. While Intel would always win some specialized apps, AMD always excelled in the bread and butter business apps, even in K6 days. AMD just gave away that performance advantage. I am curious if AMD will repeat the same mistake with Clawhammer.