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Politics : Formerly About Advanced Micro Devices

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To: Duncan Baird who started this subject9/6/2000 11:44:08 AM
From: Jeff Kirk   of 1581943
 
Posts from the other SI AMD board from today.
{for anyone wondering what's going on}

Message 14335065

In a few months, intel will have the fastest desktop chip with P4 & the marketing to go with it. don't be fooled by a few anti-Intel sites running selected
benchmarks on pre-production silicon.
Sorry, I should have been a bit more clearer. I was not even thinking of the P4 and its performance. No matter how wonderfully the P4 performs, going by Intel's own statements, the P4 will be a very low volume game this year (and perhaps even Q1 2001).

Intel have themselves stated that they will ship "few hundred thousand P4's this year".

Intel, in Q4 of this year will ship >35 million processors total. You are depending on "few hundred thousand" P4's to hold the intruder (AMD) at bay?

The bottom line is, by Q4 this year, in chips that matter (the main stream for each company in Q4), AMD, going by its public remarks, will be at least 4 speed grades higher than Intel!

Have you thought about that. Forget the P4 for this year.
(even at (say)$800/chip * 300K chips = 240million = 2.6% of possible 9B in Q4 revenues)

TG

Message 14335026

Joey, <In a few months, intel will have the fastest desktop chip with P4 & the marketing to go with it>
If you go by AMD's 100 MHz every 5-6 weeks comment, they will be at 1.4 GHz in December and 1.5 GHz in January.

Do you really think a 1.5 GHz P4 will beat a 1.4 GHz Mustang, which is already faster than a 1.4 GHz Athlon?

Plus, the P4 will need 71.4 watts based on extrapolation of IDF info on the 1.3 and 1.4. Message 14270149 At this point I'm not convinced 1.5 GHz will be released before the end of the year.

Where can I buy the special case, special heat sink and special power supply, since Intel said it will need an auxiliary power connector just for the CPU?

The RDRAM costs twice as much as SDRAM, actually, worse than that because you need to populate two channels. 64M RDRAM chips are too expensive, so most will use two 128M chips. Comparing the cost of two 128 RIMMs to one 256M PC133 DIMM, there's currently a $295 price premium for RDRAM. (Pricewatch)

The chip itself will be much more expensive to produce because of its die size.

Adding up the infrstructure costs, a 1.5 GHz P4 system will cost the manufacturer $500 more to produce than a 1.5 GHz Athlon system.

Petz
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