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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: that_crazy_doug who wrote (11234)10/4/2000 10:45:42 PM
From: Charles RRead Replies (1) of 275872
 
<Duron compared to celeron is an excellent reason to own AMD stock now (which I do 15k shares), but it's not particularly relevent as a reason why Dell should have second sourced back with the k6-2.>

So, let me see if I understand your argument: Dell shouldn't have second sourced K6 because its performance was not upto par competitively. To extend that logic, would you argue that Dell shouldn't use Celeron and use Duron exclusively because Celeron gets scorched by Duron?

<Did ever see a k6-2 and celeron next to each other? The performance difference at the same clock speed was easily noticed just running a few simple tasks at the same time (like playing an mp3 while browsing the web). >

I never saw Celeron and K6 next to each other but based on my recollection of standard non-FPU benchmarks is that they were pretty darn close - assuming both systems are identically configured.

<I never had a compatibility issue with a celeron either, while I had several compatibility issues with video cards on the k6-2 line.>

The profit margins on low-end PCs are not that high, one or two returns or half-a-dozen service calls per hundred systems will probably make the product line unprofitable for OEMs. Compaq and HP sold many, many millions of K6 systems over the years and profitably. K6 desktops did extremely well in the low-end retail side domestically and internationally for a long time. K6 had over 50% retail laptop market share for several months. Which tells me that any problems you had represent the problems beyond 3rd standard deviation. (i.e, doesn't matter for the mainstream users).

<Out of the opinions I've seen on the various hardware threads Paul seems to go into much more technical detail then anyone else (and therefore seem more knowledgeable on the subject) >

I haven't seen much of what Paul writes other than an occasional link that gets posted on SI so I cannot judge what he writes. But I have a fundamental problem with equating "much more technical detail than anyone else" to "seems more knowledgeable". There are many posters on SI that fit that bill and post details on all types of topics which they don't have a clue about.

Unfortunately for people unfamiliar with the technology, domain knowledge in necessary to evaluate a person's "knowledge". It is common to see mucho crap being attributed to so called experts and it is very hard to tell who is an expert in what field. It is a little easier to tell when someone is not an expert in certain field - mostly after fact. (but the same person could be expert in some other area)

<My only point in referencing Paul is that educated people disagree on the topic which leads me to the 'wait and see' attitude instead of the 'assume p4 will have bad ipc' one. >

As far as I can tell people who understand architectures do not seem to disagree about Willamette having lower-IPC.

The only reason to take "wait and see" attitude, which is what I have been preaching on this thread for a while, is because of new features such as multi-threading which have not seen the light of the day outside of Intel and because Intel has software muscle that can make lower-IPC architecture look better than it actually is.

By the way, there is no "bad ipc" or "good ipc". IPC can be lower or higher - not good or bad.

An architecture with lower-IPC and lower-MHz compared to competition can be "bad" to the stock price though.
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