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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.70

-2.5%

3:59 PM EST

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To: that_crazy_doug who wrote (11127)	10/3/2000 1:26:56 AM
From: Charles R	Read Replies (3) of 275872

<No offense to you AMD lifers, but the k6-2 and k6-3 were garbage. The performance was just unacceptable. > I don't know about your needs but I find a 233MMX performance quite acceptable even today. The only real way to say something is good or bad is relative to competition. K6 performance was adequate for Compaq, HP and host of other players for entry level products. K6 by any stretch of imagination was an acceptable chip for low-end. I don't ever remember Celeron trouncing K6 by as much as Duron is trouncing Celeron. Competitively speaking, it seemed to have done fine except in FPU which is hardly used by most main stream users. <There is at least one expert (paul demone) who would disagree strongly with your low ipc theory. From all the debates I've seen him participate in on the subject I don't feel anyone has proved him wrong. > If Paul Demone thinks Willamette IPC will be better than Athlon IPC, I would welcome his rights to have a different opinion but would hardly consider him as an expert. <I don't know enough about processor specs to come up with my own theory on the subject, > That explains why you can easily be swayed by other peoples opinion (like this Demone guy) on this topic. <..so if you do more power to you, but I wouldn't classify that as fact until the chip is out and we see what it is.> That's a good idea. So far Intel has done a marvellous job using software technology to overcome weaker performance elsewhere. That's why I call for restraint when people get excited with Willamette preliminary benchmarks. There is no harm in waiting to see the final results before coming to a conclusion. <(a basketball analogy, since I'm from chicago) Every big name free agent this year threatened to join the Bulls for the maximum allowable salary, so they would get bigger contracts from other teams. None of them had any intention of joining the bulls, but the fact that it was possible made a lot of other teams over pay for players.> This is valid to a certain extent in every business but as someone who has been on both sides of the fence in the semiconductor business, threatening to second source provides weaker results than second sourcing. Loyalty is not worth that much in this business - it is seen more as a sign of weakness than strength (by the supplier).

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