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

To: dougSF30 who wrote (149172)1/27/2005 8:22:55 AM
From: golfbumRead Replies (1) | Respond to of 275872
 
you seem to ignore the historical fact that die sizes tend to remain the same in spite of process shrinks. a new fab with new tech merely allows one to run in place.

gb



To: dougSF30 who wrote (149172)1/27/2005 9:16:54 AM
From: eracerRead Replies (1) | Respond to of 275872
 
Re: AMD doesn't have Intel's crappy huge-cache-required designs.

But Intel doesn't have AMD's crappy low density cache. If AMD could get their cache density close to that of Dothan production capacity would instantly increase 30% or more. Alternatively, AMD could double the L2 cache sizes and still shrink the die area or produce dual core 512KB L2 cache (x2) CPUs which are only a bit larger than single core Opteron.


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