Re: Show me the money...
We can get 700s now from Gateway in 2-3 weeks, not much longer than it takes them to ship anything else. We've already received a few (though we have quite a few more Athlons than Coppermines!). Gateway has confirmed that they will have Athlons, but not when. I would guess that they are waiting on availability of VIA based or shiner based motherboards.
I think that, just as AMD knew its .18 was OK from a limited number of production runs, Intel knew its .18 was OK from a limited number of production runs. Confirmation of the price cuts seems to indicate that Intel will be up to speed with product coming out of the pipeline at a high rate in mid December, while AMDs high rate .18 productioin will show up a month later. Despite the rumors and press releases, I expect both companies to be at 800MHZ in a January time frame. (maybe AMD early January and Intel late January - AMD may be at 850 at that point)
Considering that AMDs .25 is competitive with the Intel .18 (what we've seen of it so far, at least) and that Intel was supposed to have a 4 to 6 month lead moving to .18, that's pretty good news.
The fact that AMD's off chip cache CPU is competitive with Intels on chip cache is also very good news.
Athlon is set up to use DDR 266, that can be provided by a single inexpensive DIMM. Intel needs a pair of expensive RIMMs to provide a similar performance level, but Intel is out of the expensive cartridge ahead of AMD due to on chip cache.
So far, so good. I still think Intel will be 300++ Billion dollar market cap company at the end of next year, and AMD should be worth at least 10% to 20% of what Intel is worth - ie. a stock price of $175 to $375, after a dilution to 175 million shares, used to raise additional working capital and buy Jerry a few more well deserved limos :-)
Regards,
Dan |
