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

To: dougSF30 who wrote (189130)	3/8/2006 8:32:11 PM
From: Joe NYC	Read Replies (3) \| Respond to of 275872

Doug, I don't think AMD necessarily needs the K8L to regain the lead. A high enough frequency Rev F, together with extra L3 cache (likely responsibly for a good portion of the performance Intel showed) might tie or pull ahead. Is L3 a feature that is enabled by Rev F, or is it for later revisions? Server and Athlon FX would be good candidates for it. It will be interesting to see how the Rev F and SOI enhancement turn out in high powered chip (compared to low end of the power consumption spectrum, that we got a glimpse of recently). Of course, if the Inq is to be believed, the K8L will open up a 50% lead on FP. That must be some monster FP, since Conroe seems to have some FP enhancements of its own. I don't know if all the facts are in, but it appears that for the SSE instructions, the path was widen from 64 to 128 bits, meaning that an insturction that has 2 64 bit or 4 32 bit values packed into SSE register enter in 1 cycle as opposed to 2. The next question is what kind of resources Conroe has to process these. Did the double as well? Anyway, 50% over Conroe sounds great. Joe