Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 230.23

-4.3%

3:59 PM EST

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To: peter_luc who wrote (18817)	11/13/2000 11:57:26 AM
From: Joe NYC	Read Replies (3) of 275872

Peter, eally hope that you are right. But wouldn't a 2 GHz P4 in Q1 totally destroy AMD? I have to admit that I am shocked by the Register article. Intel makes (I think) about 25 million desktop CPUs per quarter. All depends on the percentage of these that will be P4 and when. When Mustang arrives and power consumption drops, AMD can resume the MHz ramp. AMD will need 1.6 GHz Athlon / Palomino to keep up with 2 GHz P4. You may recall that in the Japanese language interview, the AMD employee said that Palomino can get to 2 GHz. If he meant that .18u Palomino can get to 2 GHz, AMD should be safe. We should know more about the pony line and P4 in next few weeks. And then, so far it seems that Microsoft has no interest in supporting AMD X86-64. But without the backing of Microsoft the Hammer will loose a lot of its attraction. Hammer will be a fine 32bit processor as well. It will run Windows 200x just fine. I think the Win-64 will have a lot of rough edges and will not be ready for prime time for consumer PCs. ClawHammer will be a mass market product, and Microsoft will need a more mass market OS for it, so it may take some time. I wonder if ClawHammer will be compatible with Socket A infrastructure and existing chipsets. That would be very helpful for a trouble free launch. Joe

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