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

To: porn_start878 who wrote (93391)	2/20/2003 8:40:07 AM
From: Charles Gryba	Read Replies (1) \| Respond to of 275872

max, actually I see 2 completely different strategies at work at those companies. AMD went with a proven straight forward architecture design and decided to go with cutting edge process, Intel on the other hand used a proven very straight forward process and decided to go with cutting edge architecture. My guess is that they both did what they did to keep at least one variable steady while experimenting on the other. Eventually they'll be able to converge both and we'll see some amazing cpus. I think Prescott will be impressive because it's the 1st such cpu. On the other hand, the 90nm Opteron does not sound so exciting (compared to its predecessor ) it sounds more like an evolutionary product. Let the debates begin... C

To: porn_start878 who wrote (93391)	2/20/2003 1:50:01 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Max, Intel makes the noise, AMD engineers hear it and react to it. I think the SOI issue will turn out to be the same as the copper issue (edit: and the palomino issue) : K8 will end up reaching it's potential clockspeed, which will be 3.2-3.4GHz on .13u SOI, 4-4.2 on .90u SOI. I want to see results! Not delays. Pravin