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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 204.70-2.5%Jan 8 3:59 PM EST
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To: Joey Smith who wrote (7688)9/6/2000 10:55:26 AM
From: Petz of 275872
 
Joey, <In a few months, intel will have the fastest desktop chip with P4 & the marketing to go with it>

If you go by AMD's 100 MHz every 5-6 weeks comment, they will be at 1.4 GHz in December and 1.5 GHz in January.

Do you really think a 1.5 GHz P4 will beat a 1.4 GHz Mustang, which is already faster than a 1.4 GHz Athlon?

Plus, the P4 will need 71.4 watts based on extrapolation of IDF info on the 1.3 and 1.4. Message 14270149 At this point I'm not convinced 1.5 GHz will be released before the end of the year.

Where can I buy the special case, special heat sink and special power supply, since Intel said it will need an auxiliary power connector just for the CPU?

The RDRAM costs twice as much as SDRAM, actually, worse than that because you need to populate two channels. 64M RDRAM chips are too expensive, so most will use two 128M chips. Comparing the cost of two 128 RIMMs to one 256M PC133 DIMM, there's currently a $295 price premium for RDRAM. (Pricewatch)

The chip itself will be much more expensive to produce because of its die size.

Adding up the infrstructure costs, a 1.5 GHz P4 system will cost the manufacturer $500 more to produce than a 1.5 GHz Athlon system.

Petz
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