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

To: golfbum who wrote (149163)	1/26/2005 4:16:01 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

AMD doesn't have Intel's crappy huge-cache-required designs.

To: golfbum who wrote (149163)	1/26/2005 4:40:24 PM
From: Joe NYC	Respond to of 275872

Golfbum, i keep seeing assertions that fab36 solves amd's cpu capacity problems. what happens if the die size required to stay competitive grows? The process technology nodes and the growth of the number of transistors seem to be in balance, so that the die size stays farily constant between 100 and 200 mm^2. It appears that the chip designers ran out of ideas how to fill the growing tranistor budgets, and the companies had to resort to devoting greater proportion of the die size to cache and to dual core. But there are diminishing returns with both approaches (more cache, more cores). Joe