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Politics : Formerly About Advanced Micro Devices
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To: Cirruslvr who wrote (84375)12/31/1999 11:31:00 AM
From: Charles R  Read Replies (1) of 1573061
 
Cirruslvr,

<But since the best Cumine platform costs so much, the AThlon platform is clearly the leader in overall price/performance/features.>

Price is just one issue. Dell ships systems to benchmarkers that people can't get hold of without insane lead times. Some people who ordered 7xx systems in November are seeing January 2nd/3rd week ship dates. The only 733 available easily is the HP system and I wonder why we do not see benchmarks on that one.

In my book, accounting for availability Intel is one speedgrade behind.

<"Or, were you one of the souls who considered K6-3 to be better than PIII?"

Only in business apps...>

Even when adjusted for volume speedgrades? K6-3 always lagged PIII by at least one speed grade and most often 2 speed grades.

<"Some pretty knowledgeable folks at Intel tell me that they expect Wilamette/Foster to have an edge on Athlon/Mustang but be behind Sledgehammer. So, there is a project at Intel to fix that - a new core is targetted for H2 2001. The AMD guys on the other hand think that Mustang is going to be no slouch compared to Wilamette and that Foster will get killed by Sledgehammer."

Interesting stuff. Do you know how AMD and Intel make estimates about each other's future processors like this when they probably don't know much about the actual processor?>

Yes they do. Inside Intel and AMD they know a lot more about what their competition than what we discuss on the thread. The folks I talk to make their comments based on their Internal take on competition is. Right now I am seeing a lot of confidence from both sides about 2001 - this is quite different from where it was (at least Intel folks until recently used to be pretty depressed). Of course both sides are assuming near perfect execution.

Chuck
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