Scott....and Scumbria, JC, Petz, Hmaly, Charles et al
That Crazy Doug has tried to a get discussion going on the mod thread wrt the P4.....with the premise that Intel may pull off a good launch of the P4 in November and that the chip will prove to be an exciting addition to the PC world.
Assuming the above premise then, what will be the P4's impact in general.......of course, specifically on AMD. I am wondering if its possible to guess estimate best/worse case scenarios for the number of wafers Intel would be likely to put into production, what we should expect wrt to yields, the expected speed grades, the kind of pricing Intel would most likely use, the impact on AMD ASP's, how competitive will be the Mustang etc.
I am sure there is a lot of uneasiness over the P4 and blowing it off by saying that Intel's launches are vaporware doesn't do it for a lot of people including me. I think we have to look realistically at the P4, bring it out into the spotlight or maybe better, under the microscope, and determine how serious a threat it is to AMD.
Since I don't have a tech background, I am willing to keep a running history so that at the end we can determine what the consensus was.
Does anyone else agree with the concept and be willing to participate?
ted |
