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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.87-0.1%Dec 23 3:59 PM EST

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To: semiconeng who wrote (22655)12/17/2000 1:44:31 PM
From: Charles RRead Replies (2) of 275872
 
Semiconeng,

<P4 is significant because at 0.13u, the speedpaths will be faster than currently available, power cunsumption will be lower, and all the scalability you could ever want will be ahead of it, instead of behind it. the i850 chipset works, Software optimizations for SSE2, DDR Support, and Multiprocessor Configurations are all going to get better. Most of this will likely occur well before AMD can counter with whatever they are still "developing" as the successor to T-Bird.>

I have been one of those guys who gives P4 a lot of credit for sellability for MHz. But before you get too far on scalability one should not miss the fact that P4 is sucking wind on benmchmarks. It is not clear P4 is going to have advantage on mainstream benchmarks for any time in the near future. P4 has a nice SSE engine but all the promise of software advances to come wouldn't stop it from getting lousy reviews, don't you think?

<As far as IA-64, whenever it arrives, it will still be WAY ahead of any kind of "Fake 64" Hammer. IA-64 already has dozens of support vendors, just waiting for launch to jump into the fray, ...>

Prey, can you tell me when the Intel IA-64 beast will see production? And how do you define something is way ahead when the part is not even in production and when the tapeout for the next generation part is not even in Intel's control?

<...in contrast, "Fake-64" has announced that Sun Microsystems is "Interested". Interested doesn't mean products. >

True. But why the double standard. You know Itanium is nothing more than an announced part with uncertain production time table but that didn't stop you from spouting IA-64 is ahead. Did it?

<While intel is looking forward to the future of true IA-64, AMD has chosen to cling to the past.>

Both companies are looking forward ... to a part that can be "produced". Has it even occurred to you that Itanium, when released, will be a limited edition loss leader for Intel? Any idea how many IA-64 systems need to be in the market for Intel to even get close to break-even on this project? Any idea, what time frame such an event will occur.

<Intel is expanding it's business beyond microprocessors, and while true, many of those businesses are currently losing money, they represent some of the anticipated high growth areas of the future. >

Know of a single Intel internet business that is even close to being breakeven (assuming it has not been shut down already)? Checked the status of Chips & Technologies, Level One, and DSP Communications? Ever wondered what C&T's share is in the graphics market, Level One's in Gigabit Ethernet, DSP communications in CDMA?

<Once again, one company is looking to the future, the other clinging to the past.>

Once again semiconeng showsup when things start to look good for Intel. Only to leave when things don't pan out for his wishes. Who can forget your bravado about the 1.13G PIII launch and your disapperance from the thread on its recall?

I wish you would stick to an area that you know, like process, and look good.

Chuck
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