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

To: Elmer Phud who wrote (118320)	4/4/2004 8:48:35 PM
From: jlh682	Read Replies (1) \| Respond to of 275872

Prescott is 90nm already. It will not get any smaller until 65nm and that should be at the end of next year at the earliest. Even if the worst happens, AMD should be at 90nm by the end of this year, so A64 will be smaller than Prescott for a while.

To: Elmer Phud who wrote (118320)	4/5/2004 12:12:57 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Opteron's current die size is 193mm2 and Prescott's is 112mm2. I believe A64 on 90nm will be smaller but when it ships is anybody's guess. By then Prescott will undergo a shrink so they'll probably be close to the same. You think Intel has more process problems than AMD and I think exactly the opposite. Intel will probably be commenting on their Prescott volumes in about 10 days. We'll see what they say. 193mm2 Opteron competes against 230mm2 Xeon, not Prescott, and does it well enough to have taken away Xeon SKUs in IBM, HP, Compaq, and Sun product lines. AMD is already shipping 130nm 512k cache Athlon 64's against Prescott, that's 153mm2 Athlon 64 to 112mm2 Prescott. And judging by the ratio of processors offered in the most recent NewEgg ads in PC World magazine (4 to 1, AMD to Intel) doing quite well with them. If NewEgg found that people were looking for P4's, they'd be advertising those instead of Athlon 64s. In a quarter, AMD plans to be shipping ~90mm2 90nm Athlon 64's against Intel's 112mm2 Prescott. If Intel weren't having problems with what should have been a simple shrink of a bulk 130nm process to a bulk 90nm process, then Dothan would have shipped in volume for last year's Christmas selling season, as planned. Remember that Intel has given up the advantages of a "complex" SOI process in order to be in production on a simple shrink 6 months to a year ahead of AMD. Intel still has all of Dell, almost all Fortune 500 sales (except for high end workstations and servers, where they're losing share very fast), and Intel continues to dominate notebook sales (mostly through intimidation), but AMD is gaining ground so fast in so many segments even I am shocked - and I've always been something of an optimist when it comes to AMD, I think you'll agree. :-)