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

To: Charles Gryba who wrote (93455)	2/21/2003 6:59:44 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Charles: Compare 90nm Opteron to Prescott. They both have 1MB L2s, 6.4GB/s of bandwidth (although 90nm Opteron could use DDR2 to 8.4GB/s) and many other similarities. Both will be on roughly the same process. But that is where the differences start. 90nm Opteron will have on die memory controllers, glueless ccNUMA, 64 bit modes and much higher IPC (2x) at about 75% the clock on a single core. And dual core will roughly double it again. Prescott may turn out to be 1/3 as fast as 90nm Opteron and you know what that will do to Intel's ASPs. Yes, Prescott is a jump from Northwood but, it is not as much a jump than 130nm Barton to 90nm Opteron. The P4 core is accelerating less than the Athlon core. It does not matter how fast you ultimately get a core but, how fast it is relative to its peers. It does no good to get a 20% increase when others get a 50% increase in the same time frame. Pete