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Technology Stocks : Compaq

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To: hlpinout who wrote (46406)12/4/1999 8:56:00 AM
From: hlpinout   of 97611
 
Posted 03/12/99 1:18pm by Mike Magee

AMD likely to beat Intel, Alpha to 1GHz punch

It now seems highly unlikely that Intel will be able to produce a 1GHz chip based on its
IA-32 architecture before AMD, and possibly even before Compaq rolls out a 1GHz
Alpha processor next summer.

According to information from a source close to AMD's plans, it can, as we have said
before, produce an air-cooled Athlon K7 running at the magic 1GHz spot early next
year, if it wants to.

The fabrication of the processor has gone more smoothly than anyone could have
anticipated, and the only reason for holding back on producing a 1GHz Athlon early
next year is that AMD can maximise its profits by gradually rolling scaled processors
out of its fabs.

Compaq, meanwhile, is unlikely to produce a 1GHz Alpha before the middle of next
year, according to analyst Terry Shannon.

Although Intel will demonstrate a 1GHz IA-32 chip at a conference in early February,
its roadmap shows that the highest clock speed on the Coppermine track is likely to
be an 866MHz Pentium III at the end of Q1, 2000.

However, Intel will introduce 750MHz Pentium IIIs early next year, but will not equal
AMD's performance even with this introduction. AMD can roll out an 800MHz or a
900MHz Athlon just as easily as it can a 1GHz part. ®
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