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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 200.46-17.2%Feb 4 3:59 PM EST

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To: Cirruslvr who wrote (19788)11/20/2000 12:25:49 PM
From: TechieGuy-altRead Replies (2) of 275872
 
The one conclusion that I immediately drew from reading the first review was how unbalanced the P4 design was. It did quite well in some apps (notably Q3, and I'm talking non SSE optimised), while in others it did horribly bad. In some cases (e.g. Super PI) its performance was closer to a K6-500 than a P3-800!.

On the other hand, the Athlon just shone in each and every benchmark- like a true athlete.

I was surprised that no one made this (obvious to me at least) observation about the P4- until I read the Ace's review.

As if he read my mind, Johan (at Ace's wrote):

"The Athlon 1200 with DDR is a more balanced and less pricey solution than the Pentium 4 with Rambus. The Athlon 1200 DDR
came in first or second place in every benchmark while the Pentium 4 was very capricious with some ups but more downs.
"

Another thing that I still remember is from more than 2 years ago. A posting by Scumbria after he came back from the Dirk Meyer dinner presentation.

He wrote how impressed he was with the balanced design of the Athlon. Could it be that AMD has out engineered Intel for the next 5 years?

If this is the best Intel can put out after 5 years of work, then any advance by AMD (Palomino, Hammer etc.) will further smack the P4 senseless.

Intel's only hope is raw MHz scaling. But I have a lurking suspicion that Intel, with the 1.4 and 1.5GHz launch is already a bit into the "head room" that they thought they had with the P4.

If I am not mistaken, the original design of the P4 called for a 1.2/1.3 Ghz launch freq (this is more than 1.5 years ago folks).

Time will tell, but no reason for AMD investors to panic. At least the "unknown" P4 pall has been lifted.

TG
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