Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 223.46

+4.3%

3:59 PM EST

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To: Mani1 who started this subject	8/14/2000 5:45:27 PM
From: peter_luc	Read Replies (4) of 275872

I'd like to come back to Willamette. The recent stock drop has certainly a lot to do with the forthcoming release of Wilma. Are these fears fully justified or not? The highly respected chip designer Paul DeMone has expressed very bullish feelings about Wilma in numerous in-depth articles and posts. To quote from a recent post in Ace's Hardware - General Message Board: aceshardware.com "The P6 core was designed by Intel's Hillsboro design team more than five years ago and it has turned out to have been very well balanced and has survived four shrinks (a fifth one planned) and is still quite competitive with the K7 design which uses roughly 80% more transistors in its processor core. The same team has been working on the Wilma/Foster core since 1995. That is a long time and it has allowed them to investigate a lot of different approaches and tinker with new design techniques like trace caches and double pumped ALUs. Intel has the analysis people and market experience to carefully assess the cost and performance impact of even the most miniscule design decision that went into the P4. To expect that the P4 will underperform the K7 or even the P3 is ludicrous. I am far from being an Intel cheerleader (read anything I have written about Merced or IA-64) but I fully expect that Wilma will send shock waves through the industry when it is fully revealed, maybe even comparable to when the Pentium Pro was introduced." So, is the pure fact that Intel plans another version of the P III for mid 2001 enough to assume that the P4 will disappoint? Will the P4 be great but hold back by the high RAMBUS prices and therefore not enter high volume production? (The rumored prices for the P4 itself are relatively moderate.) In that case: What will happen in Q3 2001 when Wilma will reach 2+GHz and probably be offered with DDR DRAM? Any opinions? Peter

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