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

To: dougSF30 who wrote (196738)	5/14/2006 4:03:02 PM
From: mas_	Read Replies (1) \| Respond to of 275872

If correct it looks like a rerun of the first 130nm/90nm steppings which came in at or under the previous mature 180/130nm steppings. At least it will be of value in reducing die size for the mainstream cheaper models.

To: dougSF30 who wrote (196738)	5/15/2006 1:20:07 AM
From: Hans de Vries	Read Replies (3) \| Respond to of 275872

You may be too pessimistic in regard with AMD Doug, The 2.4 GHz for 65nm parts (presumably no K8L yet) is most likely conservative (The key to flawless execution is to not promise extrapolations but to promise what you know you can do today). Even AMD does not know now what it can do in September or so when it starts mass production. These parts may be small, like 95 mm2, with the higher density L2 cache, Merom is about 50% larger with 140 mm2. The same will be true eventually for the power consumption, 40% more at equal frequencies. (Merom's cores have grown 80% over Yonah's ones). So these parts may become competitive in the notebook sector in early 2007. There is a similar advantage later on for Quad cores. Kentsfield will be both power and bandwidth restricted, Twice the 3Ghz Woodcrest TPD (80W) plus four times FBDIMM (+5W) gives an unlikely 180W while 800 MHz DDR2 provides 50% more bandwidth as Kentfields 1066 MHz FSB. Regards, Hans.