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

To: Petz who wrote (86111)	7/31/2002 1:56:28 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Petz, This is exactly what it should be, as you and I discussed a few days ago, a 2 GHz TBred should be the equal of a 2.4/533 P4. It keeps the XP quantispeed ratings honest. Good point. I am not sure we mentioned that the chips should be called 2400 rather than 2500, but if AMD makes the jump from 2200 to 2400 with 200 MHz increase, there may actually be something to the + in its name. I am really curious about the nForce 2 chipset. NVDA's presentation mentioned 8 to 10% increase in performance. I don't know if they assumed 166 MHz FSB or 133 MHz FSB, either way, it would be extremely impressive boost in performance, worth probably a full speedgrade, if not more, which would give plentiful additional breathing room to AMD in QuantiSpeed rating. THe extra 66 MHz and and nForce 2 should allow AMD to just go up 133 MHz per 200 points of rating from 2400until the end of life of Tbred K7, which I guess will occur probably at 2266 MHz = 2800+ or 2400 = 3000+. This would represent 30 to 40 % increase from .13u bulk silicon process vs. .18u. Joe