Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.73

-6.1%

Jan 30 9:30 AM EST

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To: Scumbria who wrote (37437)	4/26/2001 2:06:31 PM
From: Epinephrine	Read Replies (1) of 275872

RE:<P4 w/DDR on 0.13u will take away AMD's advantages> Scumbria, That statement leads me to two questions. 1) do you think that DDR will improve P4's performance per clock considering it was designed and balanced specifically for RDRAM or are you anticipating a rebalancing/redesign of P4? 2) do you anticipate that .13 will increase the per clock performance of P4 or just raise it's clock scaling potential and improve costs? The reason that I ask is that to me the Athlon 1.3 seems to compare well with 1.7 Ghz P4 and if that is the case I would expect a 1.5 GHz Athlon to compare roughly as well against a 2GHz P4. Considering that the AXIA marked Athlon's are reported to routinely overclock to 1.5 I think that's a pretty good sign that AMD is in decent shape for a while (and I see that you think AMD is in decent shape for the next 8 months) So let's say Intel gets P4 to .13 and DDR. What speed do you think they could release processors at under those conditions and what speed would Athlon have to run at (forget about Palamino or any enhancements, I mean the current Athlon) to match those P4's Just curious, Epinephrine

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