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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 (15725)10/24/2000 1:10:22 PM
From: Dan3Read Replies (2) of 275872
 
Re: << Scalability of both chips remains a big question mark, but Mustang may end up scaling better than P4 >>

Would you bet on that, or do you just think it's an outside chance?

My WAG at this point is that they will scale at similar rates. Don't forget that P4 is actually an older design than Athlon - P4 just took a lot longer to be released. In terms of cleansheet designs, Athlon is the newer core, and Athlon was originally conceived with higher clock speeds in mind.

Intel has been suffering from a Soviet style lysenkoist approach to technology in recent years. The party line is Rambus, and Intel designs for nothing but Rambus. The party line is copper isn't needed, and Intel holds off on implementing copper. Perhaps the long gestation of P4 isn't due to the need to work around some architecture diktats from the Intel central planners, but I doubt it.

I think P4 might even be less scalable than Athlon, but Intel's resources should let it keep the race close to a tie - which is OK for Intel and a big win for AMD.

The PPro core came out at 180mhz and scaled to around 900 without too much trouble. Athlon came out at 600 and should scale to around 3GHZ without much trouble.

Just my opinion.

Regards,

Dan
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