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Technology Stocks : Intel Corporation (INTC)
INTC 37.20+2.6%10:35 AM EST

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To: Dan3 who wrote (137918)6/22/2001 12:05:26 PM
From: fingolfen  Read Replies (2) of 186894
 
The 1.48GHZ overclock was impressive and encouraging. But not overwhelming for two such a dramatic changes as copper and a major shrink.

I love it, Dan has his lunch handed to him yesterday on similar points... ignores the debate yesterday, and then tries it again today...

I would say getting almost 1.5GHz out of the P6 core at ALL is a major coup... period. That core started at ~200MHz... that's over a 7X clock speed improvement...

AMD may have spent as much as $100 million dollars to redo its .18 Athlon. In return, it got a 20%+ reduction in power, a substantial increase in IPC, and, most important by far, back into the mobile market and a first ever entry into the server market.

Intel spent $3,500 million dollars to be able to produce the tualatin. In return, it got a 20%+ reduction in power, a substantial increase in IPC, and, most important, it can at least slow AMD's entry into the mobile market.


Wrong! Intel spent $3.5 billion in order to develop the process to produce the Tualatin, Northwood, Madison, Deerfield, etc. Get it right if you're going to attempt to be snide.

It looks like it would be a nice server chip, but Intel doesn't want to embarass P4 any more than is already being done by Athlon MP, so they seem to be trying hard to keep tualatin out of the server market.

Then why was the very first chip released a 1.13GHz SERVER chip??? And why is intel planing a 1.4GHz server version of Tualatin??? theinquirer.net

Most interesting of all is: Where the heck are they? When breaking into a brand new market, especially during a drastic downturn, AMD still managed to have Compaq and Sony partners shipping at the launch. They even had something of a publicity stunt in which the first few thousand Compaq mobile Athlons were sold on HSN the weekend before the release .

For its SMP launch, AMD had only smaller manufacturers on board - but they still had systems available for sale.

Intel said the chips have been shipping in full production quantities since May...
investor.cnet.com.

So - what's up with Tualatin? Next week, maybe? They aren't having yield and/or binsplit problems, are they?


Dan, try using that morass in your skull for some purpose other than separating your ears. The "big" Tualatin launch is not until next month for the mobile market. The only Tualatin which has been released is the server chip. July 15th to be precise if you believe Mike... theinquirer.net

I honestly think the yield and binsplit on Tualatin are both exceptionally robust given that people can overclock the little darlings to almost 1.5GHz at this point. Bodes well for the headroom of the Northwood processor. 3.0GHz next year, mark my words! (Heck, I wouldn't be surprised if Barrett demonstrated a 3.0GHz Northwood at fall IDF!)
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