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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.82+0.1%10:56 AM EST

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To: Scumbria who wrote (7382)9/2/2000 7:40:26 PM
From: andreas_wonischRead Replies (2) of 275872
 
Scumbria, Re: Had they gone all out for GHz, (not worrying too much about IPC), they might have hit 2-3GHz right out of the chute, which would have made Willy a killer product.

I don't think so. If they would hypothetically release P4 at 2.0 GHz this October there would be a huge MHz delta between their fastest P3 and the P4. Of course nobody would want to have a 1.0 GHz P3 if a 2.0 GHz P4 was available. And because of the big die size Intel couldn't produce enough P4s so they'd actually kill demand. They can't move P4 to main stream until they are on 0.13 micron. And don't expect this to happen before end of 2001 at the earliest (I think Chic made a good point here concerning the difficulties of IBM and AMD with copper). Even then they will only have on (new) copper fab available for that process.

Andreas
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