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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: Cirruslvr who wrote (46296)7/6/2001 10:47:28 AM
From: fyodor_Read Replies (1) of 275872
 
Cirruslvr: That's all nice stuff from the engineering perspective, but what it really comes down to is can AMD keep up with Intel in GHz and therefore price.

Don't get me wrong, I'm not saying that AMD doesn't NEED (and badly, at that) to get it's chip to run at higher frequencies - even if it were to come at the cost of IPC. However, there's a big difference between the situation with the K6-III, which improved IPC in all the WRONG places, and the Athlon4MP, which improves IPC in all the RIGHT places. Clock frequency doesn't come into play in my argument and you may claim that IPC doesn't matter at all. I don't agree with that, however.

I see you are an extreme proponent of the "McMannis philosophy" and while I'll grant you that it has historically been correct, I don't believe it to be nearly as solid as you appear to.

-fyo
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