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

To: dougSF30 who wrote (199285)	5/29/2006 2:07:04 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Did they start on the K8L design only after Intel previewed NGA features at last August's IDF?" No. Only someone totally clueless would make a statement like that.

To: dougSF30 who wrote (199285)	5/29/2006 8:16:20 PM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

Me: So- in effect you may have a real world situation where Intel is ~20% fast on average for ~6-12 months and then AMD catches up. You: And you MAY have a situation where AMD cannot keep up with Intel process generations, and perhaps design cycles, too, as looks to be unfolding now. UhOh, please! The damm thing has not even come out yet and you're already condeming AMD to never catch up in performance. What's changed at Intel that suddenly they can keep outpacing AMD in design cycles? More likely than not- both companies will have "reasonable" architectures going forward. Intel still has not caught up with AMD re. CSI/HT and you're asking "what if AMD cannot keep up"? Also remember that AMD knocked Intel in the balls with just ONE design team. They have THREE in operation now with one doing JUST mobile designs. As a side note, it has been 3 years since the K8 launched. Why the heck wasn't the K8L ready to go NOW? Did they start on the K8L design only after Intel previewed NGA features at last August's IDF? Yes it would be nice to have K8L "now" but even next year would be a 4 year cycle- not too unlike the historical times. Intel themselves just announced that they will be moving from 4 years to 2 years design cycles themselves (though what they means remains to be seen). The bigger question for Intel is- w/o CSI how do they compete with AMD in the server space when AMD intro's the hounds what will arrive in quad core first by middle of next year? Think Woodcrest can compete with a quad core K8L core in 2S and 4S configs? Actually, Core's performance is even higher per sq mm, as AMD is stuck at 90nm vs. Intel's Core2 parts at 65nm. Core2 is about a LOT more than cache. In fact, really, the cache is there to make up for the lack of an IMC-- to improve average latency. You might want to review Johan's article on the Core2 architecture. ACtually NOT. Why are you comparing the architecture performance/mm2 across two different line rules? From all indications a QUAD CORE K8L is about the same size as a dual core conroe in 65nm each. That may be the second kick in the balls by AMD. TG