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

    #38, Huh how heck are we forgetting something NO ONE KNOWS? Has Intel ever really givin an absolute upper limit to the Prescott clocks throughout the year? Last time I heard Tejas would takeover after 4.2Ghz.
  • Anonymous User - Tuesday, September 23, 2003 - link

    LOL, you all who think that intel is the winner here, just continue to believe so, but don't tell anyone.

    If Prescott was so great we should have seen "leaked" benchmarks by now. I saw benchmarks of the Clawhammer more than a year ago.

    AMD can not outperform intel because they'll get problems with their supply. That's one of the main reasons AMD don't want to release a cpu that will beat all intel offerings. Imagine what will happen if everyone wants an AMD.
  • Anonymous User - Tuesday, September 23, 2003 - link

    #35, Dude just frigging be quiet as I seriously hope you aren't saying crap like that in public.
  • Anonymous User - Tuesday, September 23, 2003 - link

    You guys are forgetting Prescott is capable of 4.6 GHz, and it'll have the price advantage.
  • Anonymous User - Tuesday, September 23, 2003 - link

    So what's the difference between 32bit with 64bit extensions, and 64bit with 32bit compatible mode.

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

    #29, Didn't Intel reps at IDF make comments to the tune of a 3.2Ghz P4EE offering up better overall performance than a 3.2Ghz Prescott? How heck is Prescott going to change things when it's debutting at 3.4Ghz and going to be up against an FX51 and A64 3400+ (possibly even FX55)?!!?? What part of that shows Intel sailing through 2004 when Prescott is expected to max out at around 4Ghz and A64 hasn't even gone through a die shrink and is already performance competitive with it from the initial 130nm A64 releases??!?
  • Anonymous User - Tuesday, September 23, 2003 - link

    Athlon64 isnt running in 32bit compatibility mode. It's still a 32-bit processor with 64-bit extensions, not the other way around. Pure 64-bit processors will trounce it in 64-bit apps.

    Just keeping up with Intel isn't enough, they needed to take the performance crown without any doubt to really gain back marketshare, right now this is just good enough to tread water, especially considering their pricing. How the next year plays out will be interesting though.
  • Anonymous User - Tuesday, September 23, 2003 - link

    #32

    Wait till next year when the bugs of 64-bit drivers/software come onto your system. It will be Windows 95 all over again. AMD64 is an expensive disappointment.

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

    amiga owns you.
  • Anonymous User - Tuesday, September 23, 2003 - link

    For everyone saying that the Athlon64 was NOT the so-called AMD Killer, I just have one question:

    How can you say a 64-bit processor running in 32-bit compatibility mode that keeps up with the best Intel processor, the P4EE, disappointing? Me, I'm waiting for some more 64-bit programs to judge the strength of the Athlon 64. The fact that the Athlon 64 can keep up and sometime pass Intel in 32 bits is awesome.

    BTW, I'm not an AMD fanboy. I have both AMD and Intel processors. But I find the Intel zealots are trying to discredit this processor by insisting on only looking at half the picture. Just my opinion.

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