Final Words

Seemingly overnight AMD went from about to fall off of the performance charts to being competitive with Intel's latest and greatest. But there's much more to this situation than proclaiming a winner and leaving it at that; AMD has lost a considerable amount of credibility, and the Athlon 64 (and FX) of today will not bring AMD back to the heydays of the Athlon.

For starters, at a 192mm^2, the Athlon 64 and Athlon 64 FX are well above AMD's "sweet spot" for manufacturing. When we last talked with AMD's Fred Weber, 100 - 120mm^2 die size is ideal for mass production given AMD's wafer size, yields and other manufacturing characteristics - and the Athlon 64 is close to twice that size. For the Athlon 64 to become the mainstream part that AMD wants it to be, they need to significantly reduce the die size - a shrink that the move to 90nm would be able to do just that. The mass market success of the Athlon 64 is directly dependent on AMD's ability to move to 90nm, until then the 64 will be exclusively a high-end part.

You can also understand AMD's desire to bring to market a 256KB L2 version of the Athlon 64, as reducing the cache size would not only cut down on the ~106M transistors but also significant die area.

AMD has also priced the Athlon 64 and Athlon 64 FX very much like the Pentium 4s they compete with, which is a mistake for a company that has lost so much credibility. AMD needed to significantly undercut Intel (but not as much as they did with the Athlon XP) in order to offer users a compelling reason to switch from Intel. However, given the incredible costs of production (SOI wafers are more expensive as well) and AMD's financial status, AMD had very little option with the pricing of their new chips.

When it comes down to recommendations, the Athlon 64 offers very compelling performance at a much more reasonable price point than the Athlon 64 FX. We cannot recommend the FX until AMD does release a version with unbuffered memory support and we would strongly suggest waiting until the Socket-939 version is released if you are considering the FX.

What is promising however are the performance gains we saw when recompiling for 64-bit on the Athlon 64; if AMD can actually get 64-bit applications and a compatible OS from Microsoft out in the market then the recommendations become much more positive for AMD. Until then, it's wait and see, AMD has done well but execution isn't a singular task - it is continued execution that will guarantee AMD a spot at the top of the market again.

32-bit vs. 64-bit Performance
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  • Anonymous User - Tuesday, September 23, 2003 - link

    #10 Without XP64 only Linux apps can give great performance boost over 32 bits apps. Yes, I'm not a gamer, I don't care about UT2K3 or DX9 benchmarks.
  • Anonymous User - Tuesday, September 23, 2003 - link

    #19

    i agree. good review, and how anyone could see an AMD bias in that article, i have no idea. he fvcking said repeatedly that AMD isn't really cutting it with the A64/FX. the worst type of fanboy is one that cant read.

    its sad to see AMD lagging like this... if they fall too far behind, they wont be able to compete with Intel on a high-end level at all - which sucks for competition.
  • Anonymous User - Tuesday, September 23, 2003 - link

    That was a well written review.
  • Anonymous User - Tuesday, September 23, 2003 - link

    #15, doesn't the fact that you can buy an FX51 along with an Athlon64 3200+ at a variety of stores now contradict that statement? I mean someone even said they sighted them in retail stores and the sort across the world before even launch.
  • Anonymous User - Tuesday, September 23, 2003 - link

    For the non-fanboys out there, I have a couple questions.

    1. Is dual-channel really necessary for the Athlon 64? What is the bandwidth of the Hypertransport bus?

    2. Anand contends: "Ignoring the performance boost Intel gains by going to dual-channel, OEMs demanded a dual-channel solution from AMD simply as a checkbox feature." Do you buy this? I thought CPU manufacturers pushed the mobo guys around, not vice versa.

    3. After launching on two different Sockets (754 & 940) - is AMD going to convert everything over to 939 in '04, or are we going to see high-end on 940 and low-end on 754?

    4. Where are the UT2K3 64-bit version benches?

    5. I know it's kind of hard to judge, but how is the driver support for 64-bit coming along? (As a measure, does anyone know if nvidia and/or ATI will be ready with 64-bit drivers by the new WinXP64 launch?)

    6. This is more of a mobo/chipset questions, but where does PCI Express/3GIO fit into AMD's hypertransport plans?
  • Anonymous User - Tuesday, September 23, 2003 - link

    What i really dont understand is this: "AMD has lost a considerable amount of credibility" and again : "AMD has also priced the Athlon 64 and Athlon 64 FX very much like the Pentium 4s they compete with, which is a mistake for a company that has lost so much credibility"

    What exactly do you mean by that Anand?

  • Anonymous User - Tuesday, September 23, 2003 - link

    #13

    The FX-51 will not be avaiable in any reasonable quanitities until next year. The availability of any succeeding products is pure speculation.
  • Anonymous User - Tuesday, September 23, 2003 - link

    I think we'll see the athlon 64 outpacing the p4's in divx encoding once we see a 64bit enabled codec.
  • Anonymous User - Tuesday, September 23, 2003 - link

    All reviews (with exception of Toms Hardware and x86secret, go figure) show the FX51 outpacing the P4 Emergency Edition in the gross majority of benches. That's not even counting the fact the P4EE isn't even going to be available until November (making this a paper launch) and by it's availability the FX53 and Athlon64 3400+ will have already been out in the market with us looking forward to the FX55 in late 2003 or early 2004.
  • Anonymous User - Tuesday, September 23, 2003 - link

    #4 & #7. Please give me a couple of URLs (not thg) so i can validate your inspired response.

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