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

To: Petz who wrote (133582)	9/23/2004 2:03:16 PM
From: DRBES	Respond to of 275872

(edit) Not how I see it. The early overlap looks pretty typical. The early speed binning looks encouraging to me. I am also encouraged that, unlike intel, AMD came out with mobile parts first. Hector said that there is an "at will" trade off between speed and power. The earliest stuff is "safe" untweaked technology. I suspect that well within six months we will see some very interesting tweaks.

To: Petz who wrote (133582)	9/23/2004 2:19:02 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Petz, if you have the choice of turning a 130nm Newcastle (144mm^2) into a Sempron 3100+, or a 90nm Winchester (84mm^2) into a Sempron 3100+, which would you choose? Doug

To: Petz who wrote (133582)	9/23/2004 4:38:20 PM
From: Joe NYC	Respond to of 275872

Petz, <90nm Semprons> This seems to be evidence to me that 90nm is not giving much clock scaling. Else why on earth would AMD have to sell budget 90nm chips? I suspect it may be 3 or more months before 90nm frequency exceeds 130nm, just like Intel. I think you are right. The differences between Intel and AMD are that Intel's Northwood was already economical and Intel is nowhere near the capacity limit AMD would be if 100 mm^2 die Barton were to be replaced with 200 mm^2 K8. Joe