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

To: wbmw who wrote (247816)	2/14/2008 3:36:42 PM
From: combjelly	Read Replies (2) \| Respond to of 275872

"For one thing, the Athlon had a deeper pipeline that was optimized for higher frequencies," Umm, the K7 had a 10 stage pipeline. sandpile.org The PIII had 12 stages in order and 2 out of order. sandpile.org So the PIII had the deeper pipeline.

To: wbmw who wrote (247816)	2/14/2008 5:25:21 PM
From: gvatty	Read Replies (1) \| Respond to of 275872

wbmw, actually what I meant was look how long it took them (AMD and Intel) to get to 1 GHz. It took years to get out of the 15, 25, 50 MHz machines and up to 1 GHz. Once AMD took the 1 GHz performance crown, Intel made it a priority to catch up. If AMD didn't exist the Intel ramp to 1.5 GHz machines may still be occurring. If AMD ceased to exist, I think Intel would invalidate any cross-license. The barriers to entry of the CPU market are very high especially without the patent,license, or IP to make the chip. In the earlier days AMD has survived many years of crappy execution and crappy products. I don't think they are going away any time soon.

To: wbmw who wrote (247816)	2/18/2008 11:32:57 AM
From: david1951	Read Replies (1) \| Respond to of 275872

Excellent point and worth repeating. Too many see AMD as irreplaceable. >>...I don't think the industry could go on for long without a competitor to Intel. I have always maintained that the business is so large, and so many companies out there design MPUs, that another x86 entrant would appear the moment AMD is forced to declare bankruptcy. Perhaps they buy out AMD's IP in full, or perhaps they start from scratch, but any of the IBM, Samsung, TI, Broadcom, nVidia, or others would be qualified to compete with Intel in terms of innovation.