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


To: mas_ who wrote (210449)9/8/2006 1:58:36 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
The key is to understand that certain of these technologies may not show up in the particular product that a bull might hope for.

Also:

theinquirer.net

Next up is the term K8L, something that was not in the AMD literature, or anywhere else until we posted it. It has since crept into the lexicon, and has appeared in many AMD documents, several of which contradict each other. What we were referring to with the name was the doubled FP parts that kicked off the 'hound' series of code names.

So, up to that point, there was no K8L, and several high ups, engineers, and generalised personnel at AMD have asked me where that name came from. Short answer, Intel. I don't know what should worry AMD more, that Intel knew about the hounds before we did, or that AMD now has dozens of Powerpoints out there with a Santa Clara inspired code name all over them. Time to go on a document scrubbing session....

So, that brings us to the chips themselves. There was much ado about the K8L/quad core parts taping out a week or so ago, once again, go team. A week of intensive digging has lead me to believe this part is not the native quad core dual FP beast commonly referred to as K8L. That part looks like it was delayed to Q1/08. No yay team there.

This has good and bad sides to it. The good is that the QC parts look to be an easy target to hit for Q2 if they are based on 65nm shrink of F, be it called G or something else entirely. Since AMD's architecture is fairly modular, and the cores themselves are a known quantity, it should make validation and testing much quicker. I am confident that the Q2 date is doable, barring any major impromptu shotgun podiatry.

The down side is that AMD is not going to have a new core in 2007, or at least have it until the waning days of 2007 if everything goes swimmingly. This means that Intel will pretty much own the 1S 2C market, where the meat of the sales lie. At 2S 4C, Intel will have a slimmer lead, but should still have a lead. At 4S, AMD all the way.


See?



To: mas_ who wrote (210449)9/8/2006 3:31:24 PM
From: PetzRead Replies (2) | Respond to of 275872
 
mas, give up, Doug does not want to know the truth. (:o)))
There's also the die photos of K8L analysed to show larger FPU's (relatively speaking).

Petz