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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.00-2.0%3:59 PM EST

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To: peter_luc who wrote (5016)8/14/2000 7:17:53 PM
From: Dan3Read Replies (1) of 275872
 
Re: "The P6 core was designed by Intel's Hillsboro design team more than five years ago... The same team has been working on the Wilma/Foster core since 1995

They were supposed to be on a 4 year cycle. The chip has taken a year and a half longer than it's planned 4 years. Evidently whatever they tried first didn't work. The current P4 design is the second or third try and they are beyond out of time - did they really finish it or are they just shipping what they have?

I think P4 is still a very big question mark. The team designing it, the resources they had, and the time they spent point to a great chip. But the delays, the planned redesign of the P3 for 2001/2002 .13 FABs and the pricing point to a flop.

We'll know soon enough, but I think AMD's evolutionary designs with their 2-3 year time frame have been working out better than Intel's revolutionary designs with their 5 to 7 year time frames. By the time the Intel chips ship in quantity, the world they were planned for 6 to 8 years earlier has changed too much from what was expected.

Regards,

Dan
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