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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST
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To: that_crazy_doug who wrote (15710)10/24/2000 12:19:15 PM
From: Dan3Read Replies (1) of 275872
 
Re: If p4 is at 2 ghz+, then 1.6 doesn't look too fast all of a sudden.

Doug, P4 is at zero right now. They will probably be at 1.5GHZ at the end of the month. Overclockers have last generation Athlons running faster than that (though just barely). Intel couldn't keep a factory supported chip running at 2GHZ for more than a few seconds at MDF. Do you really think that AMD couldn't have run a factory supported 2GHZ Mustang prototype for a few seconds at MDF if it wanted to?

Scalability of both chips remains a big question mark, but Mustang may end up scaling better than P4 - while being a smaller, cheaper, cooler die with better IPC.

I agree that P4 could end up being a real winner for Intel - but it won't be in significant volume for several quarters, and by then it will be facing a whole family of new competition.

Remember how devastating the high volume 1.13 coppermine was going to be and how much fanfare was heard at its release? The new stepping was going to unleash a flood of GHZ+ coppermines. Intel's propaganda always seems to get way ahead of itself when it is racing desperately to catch up with AMD. That situation hasn't changed yet.

Dan
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