Ted,
Regarding performance of P4 vs. Athlon or P3, I think all we hear is speculation. The performance will differ from one benchmark to another. The consensus of at least the AMD thread is that P4 will have some performance penalty, 10 to 20% "on average", but I am sure Intel will pick and chose which benchmarks to emphasize.
Somehow, I have hard time believing that suddenly everything Intel does will be fail. With so many years of work, with so many resources at hand, with so much die space, with so many transistors, I have hard time to believe that Willy will be as bad as the thread anticipates. The chips surely will have some strenghts, where it will even outperform Piii and Athlon clock for clock, and it is probable that P4 will lead the clock speed race.
I guess what I am asking is how serious is the P3 {do you mean P4} threat to AMD?
The good thing is that whatever threat it turns out to be, it will not be a threat short term. It will be absent in Q3, and the limited presence in Q4 will only be there for the bragging rights.
2001 is an unknown. We don't know how much capacity will Intel devote to P4 (the weaker the overall demand, the more capacity will Intel have to mass produce the chip), how will Willy-2, or 479-pin Willy perform, will it have on chip Northbridge, when will the shrink to .13u happen, will it be Al or Cu, when will Northwood (a new revision of Willy core) arrive?
Joe |