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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 227.95+2.0%3:59 PM EST
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To: Joe NYC who wrote (37009)4/23/2001 10:26:08 AM
From: jcholewaRead Replies (3) of 275872
 
> Why do people think that Intel will have problems delivering volume of P4s?

It has been hypothesized by some that there may not be enough DRDRAM to go around. So the quantity ramp of the P4 might be limited.

> I don't think P4 is fundamentally flawed. In the current configuration, with current software,
> it just needs at least 50% higher clockspeed advantage over Athlon to come on top.
> Intel has just not been able to get that far ahead of Athlon

I think that's one of the reasons, actually, why some people say P4 is fundamentally flawed. It is not built for high ipc (except for certain circumstances), and it is not capable of ramping high enough (in some peoples' opinions, that is) to achieve parity. Sure, a 2GHz P4 would beat a 1.33GHz Athlon. But a 1.7GHz Athlon would beat a 7KHz P4. Both statements are pretty meaningless since they operate outside the current bounds of the technology in practice.

That said, I think it's going to all be insanely interesting this quarter. I do not have all available data here (what is Intel using to buffer their price cuts??), but it looks on the surface that Intel could regain some market share, but get unbelievably pounded profit-wise.

    -JC
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