Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.00

-2.0%

Jan 7 3:59 PM EST

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To: combjelly who wrote (52982)	8/29/2001 11:54:01 AM
From: Jim McMannis	of 275872

RE:"Ok, but until McKinley ships, Intel has to contend with the P4 getting higher Spec scores than Itanium. By the time that McKinley ships, Intel should have Northwood in the range of 3GHz, and Xeon will have Jackson technology. So McKinley will have to have 3, maybe 4 times the performance of Merced to have an edge, however small, over their IA-32 line. That isn't going to be easy." Nice to see that someone got it. OTOH, this is Intel competing against itself and it can detune or fudge a few benchmarks. Yet, you are right. Itanium/McKinley seems mistimed...not an easy sell... If Northwood keeps x86 alive then Hammer comes into play...hummm and Itanium/Mckinley is really odd man out... Especially if the economy stays soft for upgrades... Jim

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