Advanced Micro Devices - Moderated (AMD) Message Board

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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: Petz who wrote (15888)	10/25/2000 12:37:58 PM
From: porn_start878	Read Replies (1) of 275872

Petz, I think they're downbining. Why? because they'd have to sell 1.4 and 1.5 under $400 if there was already 1.6 and 1.7 available. my wag is that the P4 will bin as well at 1.7 GHz as the k75 binned at 1GHz in Austin. But 1.7 GHz is only a 13% jump in clock speed and the average of the benches will put TBird 1.2GHz pretty on par with the P4 1.5GHz (some way higher, some way lower). The Mustang/DDR 266 combo will improve the 1.2Ghz performance by more than that 13% clock gain that P4 1.7 will have over P4 1.5 IMO. The Mustang, however will yield way better at 1.2 than the Tbird. By the time the P4 1.6-1.7 is out, 1.333-1.466 Mustang will be yeilding as well as the 1.1-1.2GHz TBirds actually yield : quite well. I repeat it, the first to .13 will be the winner of the 2nd half... but IMO no SIGNIFICANT (millions/Q rate) .13 before mid Q4 for both Intel and AMD. In 2002, .13 will be quite well established and we will have the k8 entry. I hope the k8 won't need a new infrastructure. Maybe only server sledgehammer w LDT.

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