Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Scumbria who wrote (106218)	4/17/2000 2:01:00 AM
From: minnow68	Read Replies (1) of 1574162

Scumbria, You wrote "Willy will be a good performer, and run at a high clock speed. Let's not kid ourselves." I agree. The only point I've been trying to make is that many analysts appear to believe that there is a 100% chance that Willy will utterly destroy Athlon as soon as it appears. I believe this view is not based on solid evidence that is publicly available. Like you, I believe Willy will scale well and perform well. Let me put it this way. IMHO, Willy is not going to leave Athlon/Mustang in its dust. IMHO, Athlon/Mustang is not going to leave Willy in its dust. IMHO, if the chips are in the same ballpark (+- 10%), this is a home run for AMD, particularly if Mustang has a large die size advantage versus Willy. You also wrote "Sorry to rain on the anti-Willy parade". I've been saying that there is a non-zero chance that Athlon/Mustang will always have a higher clock speed than Willy. Do you disagree with this? Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next